Annuities Retention Specialist jobs in Fort Lauderdale, FL

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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Customer Service Retention Specialist
  • The Health Insurance Guy LLC
  • Fort Lauderdale, FL FULL_TIME
  • Sick of hopping from job to job? Want to turn your job into a career? At The Health Insurance Guy, LLC (HIG), we create an environment where individuals can achieve financial success, personal and professional growth, and live a life filled with unforgettable experiences. We are not just an insurance marketing organization, we are a catalyst for change, growth, and extraordinary living.

    We will turn your retention job into a career growing into an Assistant Manager and eventually Director of Customer Service

    Compensation:

    $45,000 - $60,000

    Responsibilities:

    • Consistently improve cancellation/retention rates and achieve cancellation/retention goals
    • Superb listening skills with the ability to overcome customers' initial concerns and objections
    • Handle each call with empathy, compassion, and professionalism to ensure the best customer experience possible
    • Showcase the ability to keep customers on board through the reiteration of the reasons they purchased insurance policies and the continued benefit that the services provide
    • Understanding and interpreting customer data
    • CRM and technology aptitude to handle multiple platforms at a high volume and fast pace and ensure detailed and thorough notes are provided for each call
    • Influence customers to recognize the value of our policy. Educate the customer to understand the risks associated with canceling their policy
    • Problem-solving is a must as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues and work with customers to negotiate mutually beneficial terms
    • A deep understanding of the product or service being offered and the industry in which the company operates
    • Resell the value of being an insurance policyholder
    • Refer to customer scripts when working through difficult situations and refer to a supervisor, if necessary
    • Communicate frequent customer suggestions to the team to troubleshoot
    • Maintain customer accounts and update them with new account information as needed
    • Answer incoming calls on product and service questions, customer complaints, and general customer inquiries
    • Create records of customer interactions and follow up to ensure all questions have been answered

    Qualifications:

    • Previous experience working retention for companies like Comcast, AT&T, etc. we want to speak to you!
    • Retention/Sales experience of at least 2 years (preferred)
    • Customer Service experience of at least 2 years (preferred)
    • Strong sales savvy and persuasion skills
    • Strong written and oral communication skills
    • Talent for multitasking; typing while talking to customers
    • Proficient with computers, strong keyboarding skills
    • An aptitude for problem-solving and handling objections
    • Strong background in call-center environment and sales-focused
    • Attention to detail

    About Company


    Benefits:

    We believe in investing in our employees' professional development and providing growth opportunities. As a team member, you will have the chance to:

    • Gain valuable experience working closely with a dynamic CEO
    • Develop a deep understanding of our industry and business operations
    • Expand your network by interacting with high-level executives and industry professionals
    • Take on additional responsibilities and projects to enhance your skill set
    • Participate in training programs and workshops to enhance your personal and professional skills
    • Collaborate with cross-functional teams and contribute to strategic initiatives
    • Opportunities for personal and professional growth and development
    • Competitive salary and performance-based bonuses
    • Collaborative and inclusive work environment
    • Work-life balance initiatives
    • Chance to make a positive impact in the insurance industry
  • 13 Days Ago

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Customer Retention Specialist
  • A&D MORTGAGE
  • Hollywood, FL OTHER
  • Job Details Job Location: Corporate 1720 Office - Hollywood, FL Position Type: Full Time Education Level: High School Salary Range: Undisclosed Job Shift: Day DescriptionA&D Mortgage is a Florida-base...
  • 7 Days Ago

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Participant Engagement and Retention Specialist
  • Poverello Center Inc
  • Wilton, FL FULL_TIME
  • SUMMARY: The Participant Engagement and Retention Specialist works with people both in the community and among the program participants of the Poverello Center to identify and engage into care those w...
  • 22 Days Ago

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Member Retention Specialist
  • Hand & Stone - Fort Lauderdale
  • Plantation, FL FULL_TIME
  • Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Competitive salary Dental insuranc...
  • 24 Days Ago

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Member Retention Specialist
  • Medical Air Services Association, Inc
  • Fort Lauderdale, FL FULL_TIME
  • DescriptionThe OpportunityAre you passionate about building lasting customer relationships and ensuring their satisfaction? Do you thrive in an environment where your communication skills and persiste...
  • 29 Days Ago

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Permit Specialist
  • Home Specialist MV LLC
  • Fort Lauderdale, FL FULL_TIME
  • Company: Energy Efficient Impact Windows and Doors-Established Home Improvement Company focused on energy-efficient Impact Windows and Doors. Position: Permitting Specialist Required Skills:•Permit Ap...
  • 5 Days Ago

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0 Annuities Retention Specialist jobs found in Fort Lauderdale, FL area

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Retail Sales Support-THE GALLERIA MALL
  • Limited Brands
  • Fort Lauderdale, FL
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/19/2024 12:00:00 AM

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Litigation Paralegal
  • La Cava Jacobson & Goodis
  • Fort Lauderdale, FL
  • La Cava Jacobson & Goodis, an AV Preeminent rated Florida Defense Firm, handles litigation and appeals in all Florida st...
  • 4/18/2024 12:00:00 AM

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General Manager - Fort Lauderdale Marine Manufacturing Co.
  • Watermakers
  • Fort Lauderdale, FL
  • Job Description Job Description General Manager We relate our success directly to the strength of our management team an...
  • 4/18/2024 12:00:00 AM

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Global Commodity Manager - Indirect
  • FPC of Raleigh
  • Fort Lauderdale, FL
  • Our office has been retained to help a rapidly growing manufacturing client build out a centrally lead sourcing team. We...
  • 4/16/2024 12:00:00 AM

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Participant Engagement and Retention Specialist
  • Poverello Center Inc
  • Fort Lauderdale, FL
  • SUMMARY: The Participant Engagement and Retention Specialist works with people both in the community and among the progr...
  • 4/16/2024 12:00:00 AM

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Global Commodity Manager - Indirect
  • Fpc Of Raleigh
  • Fort Lauderdale, FL
  • Our office has been retained to help a rapidly growing manufacturing client build out a centrally lead sourcing team. We...
  • 4/16/2024 12:00:00 AM

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Senior Client Service Associate
  • Multi-billion Alternative Asset Manager
  • Miami, FL
  • Multi-Billion Dollar Investment firm offering high net worth individuals, families, and institutions sophisticated and s...
  • 4/16/2024 12:00:00 AM

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Litigation Paralegal
  • La Cava Jacobson & Goodis
  • Fort Lauderdale, FL
  • La Cava Jacobson & Goodis, an AV Preeminent rated Florida Defense Firm, handles litigation and appeals in all Florida st...
  • 4/16/2024 12:00:00 AM

Fort Lauderdale (/ˈlɔːdərdeɪl/) is a city in the U.S. state of Florida, 28 miles (45 km) north of Miami. It is the county seat of Broward County. As of the 2017[update] census, the city has an estimated population of 180,072. Fort Lauderdale is a principal city of the Miami metropolitan area, which was home to an estimated 6,158,824 people in 2017. The city is a popular tourist destination, with an average year-round temperature of 75.5 °F (24.2 °C) and 3,000 hours of sunshine per year. Greater Fort Lauderdale, encompassing all of Broward County, hosted 12 million visitors in 2012, including...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,627 to $73,162
Fort Lauderdale, Florida area prices
were up 2.9% from a year ago