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)
We are looking for a friendly, dependable front desk receptionist for our office. This is a full time position, and we would need someone with open availability. Candidate would be required to travel between our other semi-local offices. This is a very fast paced environment and multi tasking is a must. Job responsibilities include: checking in and greeting patients, collecting copayments and coinsurances, entering insurance and demographic information, scanning testing and documents, preparing charts, confirming appointments, and calling to obtain prior authorizations with insurance companies. Must have open availability, and great attendance.
Job Type: Full-time
Pay: From $15.00 per hour
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Work Location: In person
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0 Annuities Retention Specialist jobs found in Portsmouth, OH area