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)
Job Description Summary:
Site Inspectors will visit provider locations in the Commonwealth of Pennsylvania to collect data used to establish a company’s compliance with federal regulations. This work is conducted on a part-time, case-volume basis with flexibility relevant to the individual’s schedule. (This is a great opportunity for anyone looking for supplemental income or part time work with flexibility.) Site Inspectors collect information on medical providers and suppliers to determine if the business is operational, meaning the provider has a location and is open to the public for the purpose of providing healthcare related services at the address given.
Duties/Responsibilities:
· Identify and verify site per address provided
· Take 2 to 4 pictures from a smartphone with geolocation app (app to be identified by CES)
· Complete short questionnaire regarding the site based on what is identified to be at the address provided
· Basic Site Visit: takes from 5 to 15 minutes depending on the ease of accessing the location and does not require contact with personnel at the location.
Required qualifications/skills:
· High School Diploma or equivalent
· Reliable transportation
· Attention to detail
· Strong communication skills
· Strict adherence to deadlines and privacy
Office Equipment:
· Smartphone (with ability to download an identified geo-location app)
· Personal computer with high-speed internet access
· Reliable transportation and a valid Driver’s License
Other:
· Personnel applying for the positions must pass a background check and complete an online training program prior to being assigned to inspections
Job Type: Part-time
Pay: $20.93 - $25.20 per hour
Work Location: On the road
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