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)
Essential Duties and Responsibilities
Customer Experience position is responsible for customer escalations, and potential cancellations, by speaking with the customer via phone and trying to save them and coming up with remediation plans as needed to satisfy customer concerns or demands on a client-to-client bases.
They also will work all downgrades and soon to expire Annual Termite Renewals to promote customer retention and sales opportunities.
Duties include :
Preferred skills and qualifications :
Supervisory Responsibility : This position has no direct supervisory responsibilities.
Position Type : This is a full-time position. Some Saturdays may be required.
Travel : Limited travel for essential meetings
Job Posted by ApplicantPro
Last updated : 2024-02-25
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