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)
One of American Family Insurance’s largest agencies is seeking a qualified Retention Marketing Specialist to join their winning team. As a Retention Marketing Specialist, you'll play a pivotal role in nurturing customer relationships and ensuring long-term loyalty. Your focus will be on reducing customer churn, mitigating lost revenue, and retaining existing customers.
Insurance experience is not required, we will train the right person with the right skill set. Selected candidate must obtain the CO Personal Lines Insurance License
Responsibilities include but not limited to:
5. Brand Management:
Qualifications:
Compensation:
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their relevant experience and passion for marketing.
Clear All
0 Annuities Retention Specialist jobs found in Denver, CO area