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)
Rapidly growing medical practice seeks full-time Administrative Assistant to join its team of dedicated healthcare professionals.
Job Type/Schedule: This position is full-time requiring approximately 40 hours of work per week (Monday through Friday).
JOB QUALIFICATIONS
MAJOR DUTIES AND RESPONSIBILITIES
integrity of medical records
This position requires candidate to effectively manage and coordinate the entire patient experience from the initial encounter and patient intake through to diagnostic testing, treatment and ongoing care. Candidate is the face of the medical practice to the surrounding community as well as the conduit for communicating needs of referring physicians and their patients to the medical practice.
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