Annuities Retention Specialist jobs in Ann Arbor, MI

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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Client and retention
  • Right at Home Central Michigan
  • Brighton, MI FULL_TIME
  • Right at Home Central Michigan -

    JOB SUMMARY

    The Caregiver and Client acquisition and retention associate sells Right at Home career opportunities, and care services to potential care professionals and prospective clients.

    actively sources talent into the organization, and creates extraordinary experiences to onboard, train and retain that talent.

    CCARA makes outbound sourcing calls to recruit talent and prospective clients. Facilitates the hiring process for candidates in the talent pipeline and partners with the Operations Manager and Scheduler to retain care staff.

    The Essential Functions are :

    ESSENTIAL FUNCTIONS

    VERBAL COMMUNICATION

    • Communicates effectively 1 : 1 and in group settings.
    • Persuasively articulates Right at Home’s mission, vision and differentiators and standards.
    • Keeps team, candidates, prospects and owner informed.
    • Answers telephone, and takes inquiries or messages in an upbeat, professional manner.
    • Conducts phone and in-person care interviews, demonstrates the ability to Sell Right at Home services to prospective care team, clients and their families.
    • Develops relationships with new and existing care staff and clients to ensure retention.
    • Maintains an ongoing liaison with clients, client families and company employees.
    • Sets up assessments and initial home consultations and assists and learns scheduling process.

    LISTENING / CUSTOMER FOCUS

    • Responds promptly and courteously to all caregivers and clients’ calls.
    • Tunes in to the opinions, feelings and needs of people.
    • Understands the impact of one’s behavior on others and is patient and empathetic.
    • Lets others speak and actively listens to address specific needs.
    • Re-engages with families who inquired about services in the past but have not yet started service.
    • Proactively manages all Clear Care / WellSky prospects.

    CREATIVITY

    • Generates new solutions to problems or suggests innovative improvements to current processes.
    • Creates promotional recruiting material as needed.
    • Investigates competitive landscape and identifies opportunities to gain market share.
    • Identifies and tests creative and diverse care staff and client sourcing strategies.

    ORGANIZATION

    • Pre-plans weekly recruiting and onboarding activities.
    • Categorizes recruiting sources by quality and value, maintains local pay analysis.
    • Maintains all recruiting activity in the Applicant Tracking Systems.
    • Ensures all new caregiver files are complete and always audit-ready.
    • Implements the policies and procedures of the company.
    • Assists and advises in schedules and day-to-day activities of caregivers.
    • Maintains documentation of associate work records in CRM and ensures current and complete personnel records for all home care associates.

    LIKABILITY

    • Builds and maintains trusting relationships with all stakeholders.
    • Builds candidate and client pipelines by nurturing genuine relationships.
    • Exhibits friendliness, sense of humor, genuineness, and a caring nature.
    • Even when frustrated, treats people with respect.
    • Establishes and maintains an ongoing relationship with our invaluable care staff and clients.

    JUDGMENT AND DECISION MAKING

    • Maintains compliance with applicable laws and regulations and implements corrective action in response to reports or complaints from regulatory agencies, the client or client family / representatives.
    • Demonstrates consistent logic, rationality and objectivity in decision making.
    • Achieves balance between quick decisiveness and slower, more thorough approaches.
    • Shows common sense and anticipates consequences of decisions.

    TENACITY

    • Is energized by developing and meeting annual recruiting and retention goals.
    • Passionately strives to achieve positive results and surpass barriers.
    • Conveys strong need to win and has a reputation for not giving up.
    • Seeks out and seizes opportunities to go beyond the call of duty.
    • Action-oriented doer who achieves results despite circumstances.

    ENERGY

    • Promotes Right at Home’s reputation as the Employer of Choice and Company of choice .
    • Excites applicants to progress through the interview and hiring process.
    • Presents ideas and data, which outline new sourcing opportunities and retention potential.

    SELECTS A PLAYERS

    • Carefully pre-screens potential candidates prior to the office interviews.
    • Conducts all required new hire processing and orientations.
    • Anticipates consequences of hiring decisions.
    • Achieves diverse workforce.

    TRAINING AND COACHING

    • Completes orientation in accordance with established policies and procedures.
    • Conducts engaging new care staff hiring and orientation processes.
    • Tracks training requirements and accomplishments for each employee.
    • Establishes an annual schedule for performance evaluations and Annual Recruiting and Retention Plan

    TEAM BUILDING

    • Achieves cohesive, effective, positive and mutually supportive team spirit with team members.
    • Nurtures a positive emotional and physical work environment.
    • Communicates openly and builds honest relationships that allow for differences to be constructively resolved rather than ignored, suppressed or denied.
    • Treats team members fairly and shares credit.

    EMPOWERMENT

    • Recognizes, nurtures and positively leverages the unique talents of team members.
    • Encourages team decision making.
    • Provides resources, training, support for team members to accomplish their duties.
    • Is hands on when appropriate.

    NON-ESSENTIAL FUNCTIONS

    • Performs on call rotation as assigned.
    • Other duties assigned by the Owner.

    EDUCATION / SKILLS / ABILITIES / AVAILABILITY

    • Proven successful work experience.
    • Able to work independently, demonstrating sound judgment.
    • Read, write, speak and understand English as needed for the job.
    • Advanced office and computer skills and organizational abilities (Microsoft Office).
    • Bachelor’s degree in business or health related field, Masters preferred.
    • Experience with direct care, caregiving, or a CNA, HHA or PCT certification a plus.

    WORKING ENVIRONMENT

    • Works primarily out of the local offices (Brighton, Novi, Owosso, and East Lansing).
    • Some travel is required when recruiting within the community.
    • Last updated : 2024-03-31

  • 22 Days Ago

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Caregiver and Client Acquisition and Retention Associate
  • Right at Home
  • Brighton, MI FULL_TIME
  • JOB SUMMARY The Caregiver and Client acquisition and retention associate sells Right at Home career opportunities, and care services to potential care professionals and prospective clients. actively s...
  • 5 Days Ago

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Caregiver and Client Acquisition and Retention Associate
  • Right at Home Central Michigan
  • Brighton, MI FULL_TIME
  • JOB SUMMARY The Caregiver and Client acquisition and retention associate sells Right at Home career opportunities, and care services to potential care professionals and prospective clients. actively s...
  • 23 Days Ago

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Merchandiser Specialist
  • Acosta Group
  • Jackson, MI FULL_TIME
  • **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** JACKSON, Michigan, 49202 **Ref #:** 61856 **Function:** Merchandising **Employment Duration:** Part-time **Descrip...
  • 15 Days Ago

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Accounts Specialist
  • Northstar Bank
  • Ann Arbor, MI FULL_TIME
  • Reports To: Branch Manager Status: Non Exempt Pay Type: Hourly Education/Experience Required: High school diploma or equivalent. Performance/Job Requirements: Outgoing, friendly, confident, and motiva...
  • 15 Days Ago

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Marketing Specialist
  • SME
  • Plymouth, MI FULL_TIME
  • Responsibilities Research, write, and edit engaging content for various platforms, including but not limited to websites, social media, newsletters, and marketing materials, ensuring accuracy and rele...
  • 16 Days Ago

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0 Annuities Retention Specialist jobs found in Ann Arbor, MI area

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Part time Automotive Services Laboratory Assistant
  • Washtenaw Community College
  • Ann Arbor, MI
  • Part time Automotive Services Laboratory Assistant Bookmark this Posting | Print Preview | Apply for this Job Please see...
  • 4/24/2024 12:00:00 AM

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Security Specialist - Part Time
  • Security Industry Specialists
  • Ann Arbor, MI
  • About this position: •Department: Retail •Location (City/State): Ann Arbor, MI •Employment Type: Part Time About us: Sec...
  • 4/24/2024 12:00:00 AM

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Retail Sales Support-Arborland Center
  • Limited Brands
  • Ann Arbor, MI
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

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Director of Employee Experience
  • NPPN
  • Ann Arbor, MI
  • Job Description The Director of Employee Experience is responsible for leading the human resources function for NKFM wit...
  • 4/22/2024 12:00:00 AM

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Customer Service Associate
  • Boundless Promotions
  • Hamtramck, MI
  • We are on the search for hard-working individuals that are looking for a great entry-level Customer Service Associate po...
  • 4/22/2024 12:00:00 AM

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Private Client Senior Wealth Advisor-MI
  • Citizens
  • Southfield, MI
  • Description The Private Client Senior Wealth Advisor thrives in a culture defined by a shared vision of always placing c...
  • 4/22/2024 12:00:00 AM

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Principal Consultant- Entrepreneurs Welcomed
  • Expense Reduction Analysts - Addison, TX
  • Ann Arbor, MI
  • Expense Reduction Analysts (ERA) is calling entrepreneurial individuals to take advantage of a business ownership opport...
  • 4/22/2024 12:00:00 AM

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Hotel Director of Sales and Marketing
  • Hotel Resource
  • Ann Arbor, MI
  • **Hospitality - Hotel, Marketing** **Hotel Director of Sales and Marketing** Hotel Director of Sales and Marketing Harpe...
  • 4/21/2024 12:00:00 AM

Ann Arbor is a city in the U.S. state of Michigan and the county seat of Washtenaw County. The 2010 census recorded its population to be 113,934, making it the sixth largest city in Michigan. Ann Arbor is home to the University of Michigan. The university significantly shapes Ann Arbor's economy as it employs about 30,000 workers, including about 12,000 in the medical center. The city's economy is also centered on high technology, with several companies drawn to the area by the university's research and development infrastructure. Ann Arbor was founded in 1824, named for wives of the village'...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$58,020 to $77,706
Ann Arbor, Michigan area prices
were up 1.3% from a year ago