Annuities Retention Specialist jobs in Houston, TX

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)

T
Retention specialist
  • Tricon Residential
  • Houston, TX FULL_TIME
  • Tricon Residential Inc. (NYSE : TCN, TSX : TCN) is anownerand operatorofa growing portfolioof morethan 36,000 single-family rental homes in the U.

    S.Sun Beltand multi-familyapartmentsin Canada.Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon's culture and business philosophy.

    We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams.

    Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage.

    At Tricon, we imagine a world where housing unlocks life's potential. For more information, visit Tricon Residential .

    Job Description

    The Retention Specialist will assist with the communication to the residents regarding lease renewals and preparing and distributing resident packages.

    The Retention Specialist will follow up with residents on their leasing experience, schedule property inspections, confirm compliance with Renter's Insurance, and engage with residents on extending their lease.

    This position works a hybrid schedule M-F : Work from home (Monday and Friday). In Office (Tuesday-Wednesday-Thursday). If you do not have an internet connection at home you can work in office all week.

    Process Management Objectives

    • Manage all reports and systems to ensure all eligible residents with upcoming expirations are communicated with appropriately
    • Review all Month to Month residents to confirm they are being charged necessary fees
    • Work with Maintenance and / or field crew to schedule any necessary property inspections to verify condition or evaluate upgrade options when needed
    • Review price / term negotiations with Portfolio M for their approval
    • Verify residents are compliant with current renter's insurance, utility, city code, and Tricon policy requirements
    • Review all systems for Lease Expirations, Base Rent, Occupants, Uploads, and Lease Charges for accuracy
    • Audit all completed renewals for accuracy
    • Report weekly progress on Renewals to Manager
    • Manage room-mate promotions details / process and amend lease as needed
    • Manage property transfer requests as needed, collaborating with field teams to ensure current property inspections are completed and that residents meet all necessary criteria
    • Work to retain residents and reduce turnover by communicating with residents thoroughly and in a timely manner, seeking creative resolution with approval from manager to ensure residents are provided with the highest level of service in all areas
    • Manage NTV process by communicating effectively with residents, generating NTV when needed, preparing market analysis for management, and following up through completion of NTV to ensure move out process is scheduled accordingly

    Communication / Character Objectives

    • Be polite, professional, and courteous in all interactions with both internal and external customers and responds to all correspondence with urgency
    • Troubleshoot customer inquiries and work towards one-step resolution
    • Contact all Residents that have submitted their Notice to Vacate and try to retain by offering solutions and displaying high level customer service
    • Keep residents informed and educated on what to expect with their upcoming lease expirations, renewal process, rent increases (market rate knowledge), and potential fees
    • Provide local comps to residents when needed to educate them on current market value of their home
    • Be a collaborative, cooperative team member, assisting when needed with team projects and processes

    Qualifications :

    • Extremely organized
    • Detail oriented
    • Excellent Customer Service Skills required
    • Must be able to deal with situations and issues proactively and persistently
    • At least 1 year of Property Management experience is preferable
    • Excellent verbal communication skills required
    • Ability to work well using office electronic tools, basic accounting and math skills, excellent written and verbal communication abilities
    • Knowledge of Yardi preferred

    Minimum Requirements :

    • High school diploma or GED
    • Prior residential single- family management experience preferred
    • Demonstrated attention to detail

    At Tricon Residential, we know that the best ideas happen when people bring their uniqueness to work with them. Inclusion is an integral part of how we leverage that uniqueness into our Company.

    Supporting Diversity, Inclusion and Belonging is not only the right thing to do; it is the right thing to do for our business.

    Last updated : 2024-04-23

  • Just Posted

T
Retention Specialist
  • TAH Operations LLC (1LT)
  • Houston, TX FULL_TIME
  • Tricon Residential Inc. (NYSE: TCN, TSX: TCN) is an owner and operator of a growing portfolio of more than 36,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada....
  • 13 Days Ago

T
Solar Retention Specialist
  • TriSMART Solar LLC
  • Houston, TX FULL_TIME
  • TriSMART Solar is a full-service provider of affordable solar solutions. We believe that every home and business should have the opportunity to be powered by clean, reliable, and renewable solar power...
  • Just Posted

T
Customer Retention Specialist
  • TGH Insurance
  • Willis, TX FULL_TIME
  • About us TGH insurance is the first family owned independent insurance agency specifically designed to give back to the community of Montgomery, Texas. With every other agency you are a client or cust...
  • 1 Day Ago

S
RN Retention Specialist
  • San Jacinto College
  • Houston, TX FULL_TIME
  • RN Retention Specialist - South CampusResponsibilities: Teaching: Keep up with developments in the field of study. Demonstrate high standards-academic and professional. Evaluate student work construct...
  • 1 Month Ago

K
Retention Support
  • Keystone Advisors
  • Houston, TX FULL_TIME
  • Would you like to work with a company where you hit the ground running and make valuable contributions each and every day starting day one? Keystone Advisors is a rapidly growing health insurance agen...
  • Just Posted

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Annuities Retention Specialist jobs found in Houston, TX area

T
Sales Executive (Strategic Accounts, Retain, and Logistics)
  • The Southern Company
  • Houston, TX
  • Description Sales Executive Position - Strategic Accounts, Retail & Logistics Power Secure is experiencing dramatic grow...
  • 4/24/2024 12:00:00 AM

B
Associate Client Executive, Commercial Risk - Insgroup
  • Baldwin Risk Partners
  • Houston, TX
  • Insgroup is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commerci...
  • 4/24/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Houston, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Houston, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Houston, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Houston, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

Q
Customer Service Associate - NO WEEKENDS
  • Qonten
  • Houston, TX
  • **Customer Service Associate - NO WEEKENDS** - | Sat, 06 Nov 2021 10:15:38 GMT As a Call Center Specialist, youll be tra...
  • 4/23/2024 12:00:00 AM

M
Environmental Monitoring Technician-223835
  • Medix
  • Houston, TX
  • HIRING Environmental Monitoring Technicians!Medix Life Sciences is the fastest growing staffing organization specializin...
  • 4/23/2024 12:00:00 AM

Houston is located 165 miles (266 km) east of Austin, 88 miles (142 km) west of the Louisiana border, and 250 miles (400 km) south of Dallas. The city has a total area of 627 square miles (1,620 km2); this comprises 599.59 square miles (1,552.9 km2) of land and 22.3 square miles (58 km2) covered by water. The Piney Woods are north of Houston. Most of Houston is located on the gulf coastal plain, and its vegetation is classified as temperate grassland and forest. Much of the city was built on forested land, marshes, swamp, or prairie and are all still visible in surrounding areas.[citation need...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$56,719 to $75,964
Houston, Texas area prices
were up 2.3% from a year ago