Customer Retention Manager jobs in South Dakota

Customer Retention Manager manages all customer retention activities. Takes initiatives in customer satisfaction via process improvement plans and efficient reporting and flow of information. Being a Customer Retention Manager maintains industry relationships and develops budgets and controls costs. Responsible for leading a team of retention members. Additionally, Customer Retention Manager requires a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Customer Retention Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Customer Retention Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Life- Customer Retention Consultant
  • Sammons Financial Group Companies
  • Sioux Falls, SD FULL_TIME
  • What to expect as a Life- Customer Retention Consultant:

    Utilize phone and written communication to retain the existing annuity/life policy owner base through an on-going program of communication with consistent theme of image building and the re-selling or selling of Midland National Life Insurance Company, North American Company for Life and Health Insurance, and any other acquired insurance companies. Participate in retention and/or internal sales programs, and the monitoring and reporting of results of programs. Communicate both verbally and written with policy owners, employers, agents and internal support departments in matters relating to policy service. Provide this service with the needs of the customer at the forefront, using the corporate shared values as the guide for all interactions.

    • Retain existing life/annuity business by reviewing existing policy/contract features and benefits with policy owners, and providing them with the information needed to make an informed decision.
    • Maintain an in depth knowledge on our products new and old, stay up to date on riders, crediting strategies, contract bonuses.
    • Conduct competitive research activities regarding the current products and features offered by other carriers in the industry. Maintain a strong knowledge base of competitor products and product features.
    • Personally perform the following duties of a Licensed Agent for policy owners who no longer have an agent:
      Assist policy owners with determining any needed changes for their policy
      Provide policy owners with advice regarding their current product
      Review and approve internal replacements in accordance with established Internal Replacement guidelines
      Answer service and product portfolio related questions
      Assist in assigning new servicing agents in the area if requested by policy owner
    • Conduct proactive and reactive sales presentations by telephone, mail and email to policyholders highlighting SFG?s solutions and value propositions, including recommendation and development of product solutions based on data obtained from policyholders.
    • A personal commitment to the industry by completing the required continuing education requirements necessary to maintain licensure as an Agent within multiple jurisdictions.
    • Maintain a positive and open relationship with our sales force and home office staff.
    • Assist with training of new associates and continued collaboration of existing team.
    • Provide service and direct marketing of products to our current policy owners and new policy owners.
    • Personally identify reporting and retention strategies as applicable, that include, but are not exclusive to:
      Top replacing companies and products
      Replacing agent and trends in replacement activity
      Internal replacement activity
      Reasons that policy owners are surrendering or transferring assets
      Amount and percentage of assets at risk conserved/not conserved
      New money sales and additional premium related to conservation effort.
    • Monitor and administer agent replacements according to established procedures on a weekly basis as applicable. Help in identifying trends of replacement activity. Monitor and review cases based on agent conduct and agent replacement activity by working with compliance.
    • Participate in the development and implementation of:
      Processes and/or procedures that will enhance and improve retention
      Identify trends that have adverse affects on policy owners and the company
      Systems to measure and report results of our orphan policy owners service initiatives.
    • Be available to assist Home Office employees in purchasing products.
    • Drive to meet/exceed all performance goals including KPIs (key performance indicators), SLAs (service level agreements) and other communicated standards.
    • Proactively participate in daily huddle board discussions offering ideas, insights and support.
    • Actively participate in problem solving sessions (standard work, root cause problem solving, etc.) as requested by your manager.
    • Take ownership of implementing standard work and other changes into your daily work processes.
    • Continuously strive to create a positive customer experience throughout all customer interactions, request processing/handling, and problem-solving efforts.
    • Comply with AML procedures, including looking out for potential fraudulent practices and by indentifying different trends.
    • Assist the Legal and Compliance Departments in review and resolution of complaints, lawsuits, and other regulatory matters.
    • Maintain compliance with Record Information Management (RIM) requirements.
    • Perform all other tasks that may be assigned by Manager as a result of changes to department goals and objectives.
    • Participate in creation of vision and future direction of team. Help identify additional responsibilities and processes.
    • Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness)
    • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.


    What we are looking for:

    • Bachelor's Degree Insurance, Marketing or Business preferred
    • 3-5 years' experience working as a licensed representative in the life and annuity industry preferred
    • Possess all of the licensing and appointment requirements necessary to serve as a Life Insurance agent or obtain these requirements soon after hire - Life License required
    • Excellent written and verbal communication skills
    • Presentation skills a must
    • Strong people skills and Service oriented
    • Disciplined, organized and self-motivated; ability to be proactive in addressing policyowner needs and indentifying solutions as they arise
    • Ability to work independently and manage multiple tasks simultaneously
    • Ability to organize, analyze, and report findings and data
    • Good interpersonal skills, including a high degree of professionalism, effective relational skills, strong initiative, and high energy
    • Ability to develop a rapport with policy owners over the phone, develop trust, provide knowledgeable and caring service
    • Criminal background check required.

  • 3 Days Ago

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Customer Retention Specialist
  • Sammons Financial Group Companies
  • Sioux Falls, SD FULL_TIME
  • What you can expect as a Customer Retention Specialist: Assist the Customer Retention Consultant in communicating with orphan policy owners in a retention capacity. Provide assistance while utilizing ...
  • 3 Days Ago

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Customer retention representative
  • PREMIER Bankcard LLC
  • Watertown, SD FULL_TIME
  • Location : Watertown, SD Shift : Evenings, Weekends Job Status : Full-Time Pay : $15.00-$17.50 / hour starting, additional monthly incentives available Company : PREMIER Bankcard Bilingual skills are ...
  • 4 Days Ago

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Life- Customer Retention Consultant
  • Sammons Financial Group
  • Sioux Falls, SD FULL_TIME
  • What to expect as a Life- Customer Retention Consultant: Utilize phone and written communication to retain the existing annuity/life policy owner base through an on-going program of communication with...
  • 4 Days Ago

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Bilingual Customer Retention Representative - Remote
  • First PREMIER Bank
  • Watertown, SD FULL_TIME
  • Location: Watertown, SD Shift: Evenings, WeekendsJob Status: Full-TimePay: $15.00-$17.50/hour starting, additional monthly incentives availableCompany: PREMIER Bankcard Bilingual skills are compensate...
  • 11 Days Ago

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Bilingual Customer Retention Representative - Remote
  • First PREMIER Bank
  • Sioux Falls, SD FULL_TIME
  • Location: Sioux Falls, SD Shift: Various shift options availableJob Status: Full-Time and Part-TimePay: $15.00-$17.50/hour starting, additional monthly incentives availableCompany: PREMIER Bankcard Bi...
  • 12 Days Ago

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Customer Retention Manager
  • Arona Home Essentials
  • Omaha, NE
  • Arona Home Essentials has a long legacy as an industry leader, with continued growth regardless of the economy. We are b...
  • 3/28/2024 12:00:00 AM

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Customer Retention Manager
  • Arona Home Essentials
  • Fort Dodge, IA
  • Arona Home Essentials has a long legacy as an industry leader, with continued growth regardless of the economy. We are b...
  • 3/28/2024 12:00:00 AM

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Automotive Direct Sales Representative
  • Sherwin-Williams
  • Yonkers, NY
  • The Sales Representative is responsible for developing sales in a specific geographic territory. Duties include prospect...
  • 3/28/2024 12:00:00 AM

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Inside Sales Representative
  • Kimble Companies
  • Dover, OH
  • Job Description Job Description This position is responsible for territory management which includes all sales activitie...
  • 3/28/2024 12:00:00 AM

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Licenced Customer Service / Retention Manager
  • Breeze Unlimited
  • Phoenix, AZ
  • Licensed Office Administrator with Customer Service Focus (Allstate VIP Team) Location: Phoenix, AZ (In-office position)...
  • 3/27/2024 12:00:00 AM

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Customer Care and Retention Manager
  • Guardian Security Systems, Inc.
  • Tacoma, WA
  • Guardian Security is currently looking for a Customer Care & Retention Manager to join our team! Guardian Security was f...
  • 3/25/2024 12:00:00 AM

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Legal and Professional Client Retention Manager
  • LexisNexis
  • Dayton, OH
  • Telephonic Client Manager Do you enjoy building solid customer relationships resulting in growth? Do you enjoy collabora...
  • 3/24/2024 12:00:00 AM

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Automotive Direct Sales Representative
  • Sherwin-Williams
  • West Springfield, MA
  • Here, we believe there’s not one path to success, we believe in careers that grow with you. Whoever you are or wherever ...
  • 3/19/2024 12:00:00 AM

South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Customer Retention Manager jobs
$76,782 to $104,290

Customer Retention Manager in Pierre, SD
For any business that provides a product or service to customers, the act of finding, targeting and obtaining new customers is always going to be among its top priorities.
January 30, 2020
Customer Retention Manager in Clearwater, FL
Strong project management, new business development and customer retention skills.
February 24, 2020
Customer Retention Manager in Gastonia, NC
A multi channel retail brand who has a number of stores located across the UK is looking for an Online Customer Retention Manager to join the team on a 6 month contract.
December 13, 2019