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)
Acadian Ambulance has an immediate opening for an ATAC Specialist in Lafayette, LA. This position is eligible for a hybrid work schedule after completing the required office based training period. The selected individual will work a 12-hour shift (to be determined) on a 2-2-3 schedule (2 days on, 2 days off, 3 days on for the first week of a pay period and 2 days off, 2 days on, 3 days off for the second week of a pay period).
The ATAC Specialist is responsible for screening all non-emergency ambulance transports, screens calls for medical necessity and prior authorization, as well as verifies insurance information to obtain a payment source for transports. This position works primarily on the phone and works with operations and our business development team frequently.
Essential Functions:
Qualifications
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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0 Annuities Retention Specialist jobs found in New Iberia, LA area