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)
About us
IMG is a leading player in the merchant services industry, providing innovative payment solutions to businesses of all sizes. With a commitment to excellence and a focus on delivering value to our clients, we are seeking a dynamic and experienced Retention Specialist to join our executive team.
Our work environment includes:
About the Opportunity
The role of a retention specialist is primary responsibility is implementing strategies to retain customers or clients within our company. Their key goal is to ensure customer satisfaction and loyalty, ultimately reducing customer churn and increasing customer lifetime value. The responsibilities include:
Other Duties:
To excel in this role, a retention specialist should have excellent communication and interpersonal skills, as they will be interacting with customers regularly. They should also have strong analytical abilities to interpret customer data and identify areas for improvement. Additionally, a retention specialist should be proactive, detail-oriented, and customer-focused to effectively retain and nurture customer relationships.
Job Type: Full-time
Pay: $20,000.00 - $45,000.00 per year
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Work Location: In person
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0 Annuities Retention Specialist jobs found in Fort Worth, TX area