Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
- Prepare and organize files for the Senior Processor.
- Create a folder for new files then input the new file into a software.
- Communicate with customers and banks to obtain information.
- Scan and upload files.
- Communicate with different departments when needed to ensure quality control.
- Have great communication and organizational skills.
Job Type: Full-time
Pay: $21.00 - $32.00 per hour
Physical setting:
Schedule:
Work Location: In person
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0 Annuities Retention Specialist jobs found in Orange, CA area