Annuities Retention Specialist jobs in Louisiana

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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Service and Retention Specialist
  • The Maghen Dodge Agency
  • Metairie, LA FULL_TIME
  • Job Description


    Join a team that cares about our customers and you! The Maghen Dodge Agency in Metairie, Louisiana, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.


    Benefits


    Mon-Fri Schedule

    Paid Time Off (PTO)

    Retirement Plan

    Evenings Off

    Career Growth Opportunities

    Life Insurance

    Hands on Training

    Office snacks, coffee and lunches


    Responsibilities


    Process customer policy change requests.

    Secure all Trailing Documents from customers.

    Handle all incoming claim calls from customers and follow-up.

    Immediately greet all customers, entering the office, in a friendly and helpful manner.

    Take premium payments from customers.

    Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

    Answer incoming phone calls on the first ring.

    Assess and identify the wants and needs of your customer(s) over the phone.

    Participate in regular team meetings and brainstorming sessions.

    Handle customer renewals.


    Requirements


    Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

    Possess an upbeat, positive and enthusiastic attitude.

    Proficiency to multi-task, follow-thru and follow-up.

    Excellent Communication/interpersonal skills.

    Must have ability to multi-task.

    Professional phone etiquette.

    Career minded vision.

    Works well with other employees and is a team player with a positive attitude.

    A Property & Casualty insurance license is required.

    Ability to tactfully handle stressful and difficult situations.

    Enthusiasm, optimism, and a willingness to see the good in every situation.

    Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

  • 9 Days Ago

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Medical Front Desk Receptionist/ Retention Specialist
  • Robert D. Ross, MD (APMC)
  • Metairie, LA FULL_TIME
  • Highly respected retina practice in Metairie, LA seeks a Front Desk/Retention Specialist.The individual will perform various clerical duties such as answering telephones, taking messages, scheduling a...
  • 13 Days Ago

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Regional Vice President (Annuities) - Remote in LA / MS / AL
  • US001 CMFG Life Insurance Company
  • Orleans, LA FULL_TIME
  • At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive en...
  • 1 Day Ago

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Recruitment and Retention Coordinator
  • Home Instead Senior Care
  • Baton Rouge, LA FULL_TIME
  • Are you an excellent decision maker with great presentation skills? Home Instead, the Nation's foremost provider of non-medical in-home care employs organized, dependable and customer service focused ...
  • 15 Days Ago

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Retention Business Development Manager
  • Optimum
  • Charles, LA FULL_TIME
  • Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic pr...
  • 1 Month Ago

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Retention Business Development Manager
  • Altice USA
  • Charles, LA FULL_TIME
  • Are you looking to Optimize your life? Start your exciting path to a rewarding career today!We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic pro...
  • 1 Month Ago

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Retention Specialist
  • Vivent Health
  • Chicago, IL
  • Get ready for something extraordinary! Picture this You've got 6 weeks of paid time off in your first year, plus 12 days...
  • 4/24/2024 12:00:00 AM

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Housing Retention Specialist
  • Lifting Up Westchester (Formerly Grace Church Community Center)
  • White Plains, NY
  • Job Description Job Description The Housing Retention Specialist is a critical member of the Supportive Services team of...
  • 4/24/2024 12:00:00 AM

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Retention Specialist
  • Buffalo Biodiesel, Inc.
  • Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
  • 4/23/2024 12:00:00 AM

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Customer Service Retention Specialist
  • Admin Tasco LLC
  • Stuart, FL
  • Job Description Job Description We are looking for a dynamic retention specialist to help us retain our core customer ba...
  • 4/23/2024 12:00:00 AM

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Customer Retention Specialist (Remote)
  • N&A Enterprises and Solutions
  • Tampa, FL
  • Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
  • 4/23/2024 12:00:00 AM

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Retention Specialist
  • Kenect
  • Pleasant Grove, UT
  • About Us Kenect is based in the "Silicon Slopes" of Utah. Our team is committed to helping businesses grow and succeed t...
  • 4/22/2024 12:00:00 AM

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Retention Specialist
  • Pestie
  • Lehi, UT
  • Join the Pestie team full-time as a Retention Specialist. This role is pivotal in ensuring the long-term satisfaction an...
  • 4/22/2024 12:00:00 AM

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Member Retention Specialist
  • Hand and Stone
  • Fort Lauderdale, FL
  • Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Health insurance Opportunity for advanc...
  • 4/21/2024 12:00:00 AM

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$53,779 to $72,026