Annuities Retention Specialist jobs in Santa Maria, CA

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)

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Housing Retention Case Manager
  • Good Samaritan Shelter
  • Santa Maria, CA FULL_TIME
  • Essential Duties and Responsibilities:

    As a Housing Retention Case Manager, your primary responsibility is to support clients in accessing services. Case management services encompass a wide range of tasks, such as conducting case management assessments, developing personalized service plans, linking clients to employment services, addressing health and wellness objectives, and fulfilling all service requirements,

    • Provide ongoing outreach and case management to clients residing in the Program
    • Offer strengths-based case management and service coordination to aid clients in achieving and sustaining stable employment.
    • Collaborate with clients to create personalized service plans that address both short-term and long-term objectives. Provide continuous case management support to monitor progress and adjust goals as necessary.
    • Deliver services geared towards empowering clients to independently tackle challenges, utilize effective coping strategies, and self-manage their care. Implement evidence-based practices such as intensive case management, Motivational Interviewing, Harm Reduction, and Trauma-Informed Care in service delivery.
    • Educating tenants about substance use and potential issues associated with it.
    • Assisting tenants in obtaining and managing treatment services, including detox, out-patient, and in-patient programs.
    • Providing information and support to help tenants attend community-based resources, such as 12 Step programs and sober activity groups.
    • Collaborating with tenants to explore and practice ways to reduce their current level of substance use.
    • Conducting interviews, reviewing records, and consulting with other professionals to evaluate the client's condition.
    • Developing a treatment and rehabilitation program tailored to each client's recovery.
    • Providing individual counseling to support clients in overcoming alcohol and drug dependency.
    • Referring clients to other support services, such as medical evaluation and social services, as needed.
    • Monitoring the client's progress and preparing reports to promote prevention of drug and alcohol abuse.
    • Assisting tenants in setting personal goals related to their substance use, including reducing or adopting safer practices.
    • Providing relapse prevention support to tenants after they complete treatment.
    • Addressing problematic smoking issues, educating tenants about the physical effects of tobacco/nicotine use, and assisting with smoking cessation resources and services.
    • Ensures a safe and secure environment for clients.
    • Provides crisis prevention and intervention when necessary.
    • Demonstrate the capability to promptly recognize and respond to emergency situations, including overdoses, while also possessing effective skills to deescalate tense situations.
    • Transports clients in the agency-provided vehicle for appointments as required.
    • Responsible for the accurate and timely logging of notes in the ETO and EHR county system.
    • Responsible for promptly notifying the manager of any work orders that need to be submitted or supplies that need to be ordered.
    • Responsible for attending staff meetings, ensuring timely completion of training, and accurately completing timecards.
    • Perform related duties as assigned by the supervisor.
    • Maintain compliance with all company policies and procedures.

    Education and/or Work Experience Requirements:

    This section outlines the essential knowledge, skills and abilities are required to perform the daily tasks and job duties bulleted above.

    • High School Diploma or equivalent: A minimum educational requirement to demonstrate basic literacy and communication skills.
    • Hold an Associate’s Degree in a related field or have an equivalent combination of education and experience.
    • Have at least 2 years of experience working in social services, with populations experiencing homelessness.
    • Experience in case management practices and working knowledge of various appropriate counseling techniques
    • Excellent communication skills: Ability to effectively communicate with clients, colleagues, and external stakeholders.
    • Crisis intervention skills: Capacity to handle crisis situations and de-escalate conflicts.
    • Empathy and compassion: Demonstrating genuine care and understanding for individuals experiencing homelessness.
    • Ability to work in a team: Collaboration and cooperation with other staff, volunteers, and external agencies.
    • Excellent computer proficiency (MS Office – Word, Excel and Google)

    Required Qualifications:

    Employment Eligibility Verification:

    • Must provide documentation to establish identity and employment eligibility in compliance with legal requirements. This may include a U.S. passport, Permanent Resident Card, or other acceptable forms of identification.

    Negative Tuberculosis Test:

    • Must provide documentation of a recent negative tuberculosis (TB) test result to ensure a safe and healthy work environment.

    Background Screening:

    • Successful completion of a comprehensive background screening, which may include criminal record checks, employment history verification, and reference checks.

    Pre-Employment Drug Screening:

    • Must pass a pre-employment drug screening to ensure a drug-free workplace. A negative drug test result is required.

    Driving Skills:

    • Possess strong driving skills and have a valid driver's license.
    • Driving is an essential function of the position, and a clean driving record may be required.
    • Must possess a valid California driver's license or obtain one before the start of employment.

    Insurance Coverage:

    • Must be able to qualify for Good Samaritan Shelter insurance coverage, which may include meeting specific criteria related to driving record, insurance claims history, and other factors.

    Personal Insurance Coverage:

    • Must have personal insurance coverage that meets the requirements set by the employer.
    • This may include liability insurance, automobile insurance, or any other type of insurance deemed necessary for the position.
    • The coverage must be valid and maintained throughout the employment period.

    Benefits:

    Full-Time Benefits:

    • Health Insurance
    • Dental, Vision, and Life Insurance
    • 401k Matching
    • Paid Time Off (PTO)
    • Paid Holidays and Floater Day
    • Employee Assistance Program
    • Gym Membership Discount
    • Tuition Reimbursement
    • Working Advantage

    Part-Time Benefits:

    • 401k Matching
    • Paid Time Off (PTO)
    • Employee Assistance Program
    • Gym Membership Discount
    • Working Advantage

    Please note that these benefits are subject to specific eligibility criteria and may be subject to change based on company policies and guidelines.

    Work Environment:

    The work environment for homeless services with clients experiencing substance abuse or mental illness is characterized by a commitment to creating a safe, supportive, and non-judgmental atmosphere. It is crucial to establish a secure environment that prioritizes the well-being of both staff and clients. The work is often carried out through a multidisciplinary team approach, involving professionals from various fields who collaborate to provide comprehensive support. Crisis management protocols and resources should be readily available to address emergencies related to substance abuse or mental health. Ongoing training and professional development opportunities equip staff with the necessary skills to effectively engage with clients and address their complex needs. Additionally, the work environment should prioritize staff self-care and support, recognizing the potential challenges and providing resources for their well-being. Confidentiality and privacy of client information are paramount, ensuring trust and maintaining ethical standards. By fostering an inclusive and empathetic work environment, homeless services can effectively support clients on their path to recovery and stability.

    Physical Requirements:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
    • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
    • Must be able to lift and carry up to 30 lbs.
    • Capability to navigate stairs multiple times during a shift is required.
    • Proficiency in using hands and fingers to perform tasks such as typing, writing, handling paperwork, operating equipment, and assisting residents with daily needs.
    • Sufficient vision and hearing capabilities to observe and respond to the environment, communicate with residents and colleagues, and maintain a safe working environment.

    Mental Requirements:

    The mental demands outlined above are illustrative of the requirements necessary for an employee to effectively fulfill the fundamental duties of this position. Reasonable accommodations can be provided to enable individuals with disabilities to fulfill these essential functions.

    • Emotional resilience to cope with challenging situations and provide support to individuals facing difficult circumstances.
    • The nature of working with individuals experiencing homelessness can be emotionally draining. Staff must be aware of the signs of compassion fatigue and have strategies in place to manage their own self-care and prevent burnout.
    • Establishing and maintaining appropriate boundaries is crucial when working with vulnerable populations. Staff should be able to prioritize self-care, set limits on their emotional involvement, and practice self-reflection to prevent personal emotional strain.
    • Serving a diverse population with various cultural backgrounds and identities. Staff should have a strong commitment to cultural sensitivity, respect for diversity, and the ability to communicate effectively with individuals from different backgrounds.

    The Good Samaritan Shelter is a non-profit, community-based organization that relies on all members of staff to work together to serve the community and clients. At times, you may be asked to take on additional tasks outside of your usual responsibilities as needed.

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed above are representative of the knowledge, skills, and ability required.

    Job Type: Full-time

    Pay: $26.00 - $28.00 per hour

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Tuition reimbursement
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Santa Maria, CA: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Registered Nurse (RN) - 5k Sign On & Retention Bonus
  • Compass Health Inc
  • Arroyo Grande, CA FULL_TIME
  • Description Arroyo Grande Care Center, a part of Compass Health, Inc. one of the largest providers of nursing care on the central coast, is looking for Registered Nurses (RN) and Licensed Vocational N...
  • 8 Days Ago

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Specialist
  • GH Group Inc
  • Morro Bay, CA FULL_TIME
  • Overview: A Specialist’s main responsibility is providing superior customer service, facilitating efficient sales transactions and general maintenance of the sales floor. Maintaining our standard of s...
  • 7 Days Ago

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Budget Specialist
  • Cuesta College
  • San Luis Obispo, CA FULL_TIME
  • Cuesta College Salary: $69,960.00 - $77,136.00 Annually Job Type: Full Time Job Number: FY2324-00093 Location: San Luis Obispo Campus, CA Department: Administrative Services Closing: 11/1/2023 11:59 P...
  • 18 Days Ago

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Enrollment specialist
  • Allan Hancock College
  • Santa Maria, CA FULL_TIME
  • Position Summary DEFINITION : Under the limited direction of the appropriate administrator, the Enrollment Services Specialist serves as the initial resource to students and the public relating to Adm...
  • 18 Days Ago

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Security Specialist
  • Security Industry Specialists, Inc.
  • San Luis Obispo, CA PART_TIME
  • About this position: • Job Title: Security Specialist • Division: Retail • Location (City/State): San Luis Obispo, CA • Employment Type: Part Time • FLSA Status: Non-Exempt Security Industry Specialis...
  • 19 Days Ago

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0 Annuities Retention Specialist jobs found in Santa Maria, CA area

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Supervisor, Shipping M/F
  • Safran Group
  • Santa Maria, CA
  • Summary of Duties: * Supervise all employees in the Shipping department plan work assignments, schedule daily activities...
  • 3/28/2024 12:00:00 AM

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General Manager
  • Grocery Outlet
  • Nipomo, CA
  • Job Description Job Description Grocery Outlet is one of the fastest growing discount grocery chains in America. Were se...
  • 3/28/2024 12:00:00 AM

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Veterinary Assistant
  • Santa Maria Campus
  • Santa Maria, CA
  • Santa Maria Campus - Santa Barbara Humane, Santa Maria Campus is accepting applications for a Veterinary Assistant!!!! T...
  • 3/28/2024 12:00:00 AM

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Inventory Specialist
  • WALGREENS
  • Santa Maria, CA
  • Responsible for executing, monitoring, and training inventory best practices and standard operating procedures for the e...
  • 3/28/2024 12:00:00 AM

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Appliance Sales Consultant
  • Idler's Home
  • San Luis Obispo, CA
  • Job SummaryIdlers Home in San Luis Obispo is looking for a Sales Consultant to join our team! As a Sales Consultant, you...
  • 3/27/2024 12:00:00 AM

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CA Staff Pharmacist FT
  • CVS Health
  • Santa Maria, CA
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 3/25/2024 12:00:00 AM

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Human Resources Generalist
  • SESLOC Federal Credit Union
  • San Luis Obispo, CA
  • At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered In San Luis Obispo for o...
  • 3/25/2024 12:00:00 AM

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Work From Home - Customer Support Specialist>
  • Paradigm
  • Santa Maria, CA
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive salary / Home office budget / 100% paid medical, dental & v...
  • 3/24/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$61,252 to $82,034
Santa Maria, California area prices
were up 2.5% from a year ago