Annuities Retention Specialist jobs in Santa Rosa, 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)

C
Resources Specialist
  • Community Child Care Council of Sonoma County
  • Santa Rosa, CA FULL_TIME
  • 4Cs Now Hiring: Resource Specialist
    Full Time Position, Non-Exempt

    Starting Pay: $25.00 - $27.00 per hour (Subject to pay increase January 2024)

    Position is located in Santa Rosa

    Office Hours: Monday-Friday 8:30 AM – 5 PM

    Are you inspired by the mission of 4Cs?

    Do you want to make a powerful difference in the community?

    The Community Child Care Council is looking for a Resource Specialist to join the

    4Cs team. The ideal candidate will provide excellent customer service to clients,

    providers, and community members. In addition to answering department phone

    calls, the Resource Specialist is responsible for updating the Childcare Eligibility List

    (CEL). The Specialist may have additional program responsibilities, such as Case

    Management, CCIP, etc.

    PRIMARY DUTIES & RESPONSIBILITIES:

    • Provide information and referrals to persons seeking child care and related

    services primarily by phone.

    • Provide training information and resources to child care providers by phone,

    in-person or via Zoom.

    • Accurately add family information into the Childcare Eligibility List (CEL) and

    update as needed.

    • Provide coverage to Front Desk staff on lunches and breaks, as needed.
    • Maintain up to date information on family child care homes and centers in

    our service area using the R&R database.

    • Provide community resources information to clients, parents, providers, and

    staff.

    • Serve as back up for the Resource Library and Trustline Registry and may

    back up primary Trustline contact for Spanish speaking providers.

    • Additional program responsibilities as needed, such as Case Management,

    CCIP, etc.

    • Prepare program reports monthly, as needed.
    • Comply with all applicable program regulations and Funding Terms and

    Conditions.


    • Provide excellent customer service, including but not limited to, having a

    friendly and approachable tone of voice and body language, returning phone

    calls within twenty-four hours of receipt of the call, and maintaining positive

    interactions with others.

    • Serve on a minimum of one agency or department committee.
    • Assist Supervisor and other team members with department duties as

    assigned.

    • Attend and participate in department staff meetings, monthly all office staff

    meetings, and department retreats.

    • Participate at 4Cs community outreach events for a minimum of eight hours

    per year.

    Additional Level 2 Duties and Responsibilities
    • Provides input to supervisors on the continued development and

    improvement of department procedures, staff coverage and annual program

    requirements.

    • Responsible for additional data entry projects.
    • Responsible for basic reporting such as pulling names, phone numbers

    and/or address from CEL and Pin Point Care (PPC) for phone trees.

    • Assist with basic training for new staff.
    • Represent 4Cs at community functions and functions as liaison with related

    child care agencies, as requested and participate in provider trainings

    approximately once per month.

    SUPERVISORY RESPONSIBILITIES:

    • None

    SKILLS & QUALIFICATIONS:

    • REQUIRED: Demonstrated effective verbal and written communication skills

    in English and Spanish.

    • Demonstrated proficiency in Microsoft Office programs, e-mail, and internet.

    Basic knowledge of office equipment.

    • Detail oriented. Demonstrated accuracy with data input.
    • Excellent customer services skills.


    • Experience and ability to work well as a team and with people from various

    social, cultural, economic, and educational backgrounds.

    • Knowledge of current trends in child care and child development.
    • Valid California Driver’s License and insured vehicle.
    • Available to work some evening and weekend hours, as needed.

    EDUCATION & EXPERIENCE:

    • High School Diploma or GED required.
    • Minimum 24 ECE units and/or 2 years' experience in a social service or child

    care agency.

    WORK ENVIRONMENT:

    • Office Environment
    • Work From Home (WFH)

    PHYSICAL REQUIEMENTS:

    • Ability to fulfill physical requirements of the job including lifting up to 35

    pounds on occasion, range of movement including squatting, bending,

    reaching, standing, and sitting.

    TRAVEL:

    • Occasionally, 10% for training or staff meetings.

    BENEFITS & PERKS:

    • Generous vacation and sick time - 17 days (3 weeks) of vacation time and 15

    days of sick time annually

    • 14 Paid Holidays
    • Flexibility in work schedule
    • 4Cs contributes $750 per month towards your health benefits package.
    • Comprehensive health benefit package, including Medical, HSA, Dental,

    Vision, Employee Assistance Program, Voluntary Life/AD&D, and Long-Term

    Disability.

    • 403B Retirement Plan
    • Professional Development support
    • Employee Resource Groups, including Wellness, DEI, Celebration and

    Recognition


    • This position may be eligible for a work from home opportunity after

    completing the introductory period, of up to 50% of an employee's weekly

    work schedule.

    Internal candidates: Please submit current Resume and Internal application

    to: employment@sonoma4cs.org

    External candidates: Please submit Cover Letter and Resumes to:

    employment@sonoma4cs.org

    4Cs is a proud equal opportunity employer. We value and embrace diversity for the benefit of our

    employees, our consumers, our products, our community and the planet. We are committed to building an

    inclusive workplace for everyone. We do not discriminate on the basis of race, color, ancestry, age, religion,

    marital status, disability, medical condition, pregnancy, genetic information, gender, sexual orientation,

    gender identity or expression, veteran status, or any other status protected under federal, state, or local

    law. All employment is decided on the basis of qualifications, merit, and business need.

  • 11 Days Ago

A
Payroll Specialist
  • Atech Logistics, Inc.
  • Santa Rosa, CA FULL_TIME
  • Atech Warehousing & Distribution is seeking a detail-oriented and experienced Payroll Specialist to join our team. The Payroll Specialist will primarily be responsible for accurately and efficiently p...
  • 1 Day Ago

H
Billing Specialist
  • Health Services Integration
  • Santa Rosa, CA FULL_TIME
  • Health Services Integration (HSI) Transforming EMS Billing through Technology, Transparency, and Innovation. https://hsihealth.com Ground Ambulance Biller Full-time, Remote work available Health Servi...
  • 3 Days Ago

O
Delivery Specialist
  • O'Reilly Auto Parts
  • Healdsburg, CA FULL_TIME
  • Compensation Pay Range: $16.00 - $22.00 The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. This...
  • 3 Days Ago

V
Maintenance Specialist
  • Victor
  • Santa Rosa, CA FULL_TIME
  • Company Victor Treatment Centers Location Santa Rosa, CA Responsibilities: Under the direct supervision of the Executive Director or designee, the Maintenance Specialist is responsible for the repair ...
  • 4 Days Ago

E
BSA Specialist
  • Exchange Bank
  • Santa Rosa, CA FULL_TIME
  • ESSENTIAL FUNCTIONS: BSA Specialist I BSA Specialist I may be responsible for one or a combination of the following areas: Customer Due Diligence / Beneficial Ownership Compliance Create and maintain ...
  • 7 Days Ago

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

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$62,487 to $83,689
Santa Rosa, California area prices
were up 2.5% from a year ago