Annuities Retention Specialist jobs in Metairie, LA

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.

  • 11 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...
  • 15 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...
  • 3 Days Ago

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Specialist
  • Northwestern Medicine Delnor Health & Fitness Center
  • Thibodaux, LA FULL_TIME
  • Summary We improve life and we’re here to serve. What you do is something special and contributes towards improving health within your community. Join our team of full time and part time staff at Thib...
  • Just Posted

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Specialist
  • Bristow
  • Galliano, LA FULL_TIME
  • Rescue Swimmer : Must be well versed with advanced rescue techniques and equipment. Rescue situations ranging from high hoists, confined areas, elevated platforms, off center hoists, water rescue and ...
  • 2 Days Ago

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Specialist
  • AWG Career Site
  • Pearl River, LA FULL_TIME
  • SUMMARY: The Specialist position displays a high degree of professionalism in representing AWG as acounselor to our membership in meat merchandising. This position plays a major role in educating ther...
  • 1 Month Ago

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0 Annuities Retention Specialist jobs found in Metairie, LA area

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Shift Leaders, Assistant & GMs | National Fast Food Burger Brand
  • The Restaurant Zone
  • New Orleans, LA
  • Job Description Job Description A very established high volume, reputable and growing fast-casual brand, with numerous l...
  • 4/26/2024 12:00:00 AM

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Customer Service Advisor
  • Pep Boys Inc
  • Gretna, LA
  • **** **Customer Service Advisor** **Customer Service Advisor** **Requisition ID:** 113244 **Category:** Stores **Positio...
  • 4/26/2024 12:00:00 AM

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Litigation Paralegal
  • Melchiode Marks King LLC
  • New Orleans, LA
  • Paralegal with 4+ Years Experience Melchiode Marks King LLC is rapidly growing Insurance Defense firm located in downtow...
  • 4/26/2024 12:00:00 AM

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Executive Director/General Manager
  • Pegasus Senior Living
  • Kenner, LA
  • Join us to create the best life for yourself and our residents! As the Executive Director/General Manager, you are respo...
  • 4/25/2024 12:00:00 AM

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USMC Corrosion Prevention and Control Field Service Representative/Trainer (073-23)
  • Anglicotech, LLC
  • New Orleans, LA
  • About The Position: We are seeking a USMC Corrosion Prevention and Control Field Service Representative/Trainer with imm...
  • 4/23/2024 12:00:00 AM

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Restaurant General Manager | Polished Casual Restaurant
  • The Restaurant Zone
  • New Orleans, LA
  • Job Description Job Description A leading local and independent hospitality group in New Orleans, known for owning, oper...
  • 4/22/2024 12:00:00 AM

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Production Supervisor - 2nd Shift
  • Gateway Recruiting - Gateway To Global Careers - Contingent Retained Contract Recruiting Services
  • New Orleans, LA
  • Job Summary:This role will supervise and coordinate daily operation of production shift with responsibility for achievin...
  • 4/22/2024 12:00:00 AM

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Registered Client Service Associate**
  • Morgan Stanley
  • New Orleans, LA
  • POSITION SUMMARY:Registered Client Service Associates (CSAs) help shape the future of service by modernizing the cliente...
  • 4/22/2024 12:00:00 AM

Metairie (/ˈmɛtəri/ MET-ər-ee; French: Métairie [metɛʁi]) is a census-designated place (CDP) in Jefferson Parish, Louisiana, United States, and is part of the New Orleans metropolitan area. With a population at the 2010 census of 138,481, Metairie is the largest community in Jefferson Parish and the fifth-largest CDP in the United States. It is an unincorporated area that would be Louisiana's fourth-largest city if it were incorporated. The zip codes that serve the community are 70001–70006. Metairie is located in eastern Jefferson Parish and is bordered by New Orleans to the east, Kenner to t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,571 to $73,086
Metairie, Louisiana area prices
were up 1.2% from a year ago