Annuities Retention Specialist jobs in Rochester, NY

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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RETENTION SPECIALIST
  • ANTHONY L JORDAN HEALTH CORPORATION
  • ROCHESTER, NY FULL_TIME
  • Description

    The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. 


    Jordan Health is now seeking a Retention Specialist who, under the guidance of the Director of Quality Assurance, is primarily responsible for providing action and ideas in the development of strategies to increase unique active patients. 


    If you want to apply your specialized experience and education in an environment where you can make a difference and significantly impact patients’ quality of life, please consider our Retention Specialist opportunity.

    Requirements

    The Retention Specialist will ensure to:

    · Create systems that reach out to roster patients from our payer groups as well as patients whom have not accessed care at Jordan for greater than 12 months. 

    · Creates work flows, analyzes data, and communicates with payers around rosters of Jordan patients. 

    · Facilitates the organization’s outreach to new patients to reduce barriers to first appointment, improves in-reach to patients whom have not been to a provider visit in greater than 12 months. 

    · Collaborates with Quality team members and practice managers to create and implement tools, processes, and systems to optimize clinical quality, patient safety and care management. 


    Education And Experience Required:

    · Associate degree or working on the degree.

    · Combination of education and relevant work experience will be considered. 

    · High level of work knowledge and understanding of the Microsoft Office suite of software, specifically Excel, Word, and PowerPoint. Knowledge of Access a plus. 

    · High level of work knowledge and understanding of eClinical Works or other electronic health record EHR. 

    · Experience with other electronic reporting tools such as BridgetIT, Phytel, i2i.

    · Healthcare background, experience and performance that promotes a high level of credibility with clinical professionals. 


    Licenses And Certifications:

    · None Required. 


    Special Skills, Knowledge Required:

    · Excellent written, oral, and interpersonal skills. Highly self-motivated, directed and change oriented. 

    · Good analytical, problem-solving skills and ability to effectively prioritize and execute task under pressure. 

    · Able to work, contribute to flourish in a team centric, collaborative environment. 


    Benefits: Jordan Health offers a competitive salary and full benefits offering including medical, dental, vision, life insurance, and 403b retirement plan. We offer Professional Development allowance. 


    Jordan Health offers equal opportunities to all persons without regard to race, color religion, age, sex, disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law.  


    About Jordan Health:

    Jordan Health is an independent FQHC, with Level III Patient-Centered Medical Home (PCMH) designation through the National Committee on Quality Assurance. Jordan Health receives funding from the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services. Jordan Health is a network of outpatient primary care offices with providers who follow a panel of patients. While independent, Jordan Health actively collaborates with the major hospital and healthcare systems in our operating area to provide a total safety net of healthcare services.

  • 19 Days Ago

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Navigator and Retention Specialist - Perkins - Genesee Community College
  • Genesee Community College
  • Batavia, NY FULL_TIME
  • Location: Batavia, NY Category: Administrative/Professional Posted On: Mon Jul 17 2023 Job Description: GENERAL FUNCTIONS: The Recruitment and Retention Specialist will be responsible for developing a...
  • 1 Month Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Rochester, NY
  • Silver Lake, NY FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in Rochester, NY At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with Tr...
  • 2 Days Ago

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Siding Installer
  • Tom Petro Siding Specialist
  • Dundee, NY FULL_TIME
  • Overview:We are seeking a Siding Installer to join our team. Experience not necessary.As an Installer, you will be responsible for performing various tasks, such as siding installation, gutters, windo...
  • 7 Days Ago

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Bilingual Retention Field Representative
  • JobRapido
  • york, NY FULL_TIME
  • You could be the one who changes everything for our 28 million members as a clinical professional on our Medical Management/Health Services team. Centene is a diversified, national organization offeri...
  • 9 Days Ago

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RN Supervisor **$15,000 Retention Bonus
  • Kirkhaven
  • Rochester, NY FULL_TIME
  • Kirkhaven, a 147-bed rehabilitation, and long-term care facility, is seekingexperienced RN’s who are looking to grow in their profession and oversee patient care as an RN Nursing Supervisor.Kirkhaven’...
  • 9 Days Ago

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0 Annuities Retention Specialist jobs found in Rochester, NY area

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Music Teacher
  • Uncommon Schools
  • Rochester, NY
  • Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outs...
  • 4/23/2024 12:00:00 AM

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Field Clinical Specialist
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Rochester, NY
  • The Field Clinical Specialist will provide technical and clinical support to Sales Representatives within a defined geog...
  • 4/23/2024 12:00:00 AM

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Engineer (Water/Wastewater)
  • Mackinnon Bruce International
  • Rochester, NY
  • Description Mackinnon Bruce International, an Executive Search Consultancy within the global Civil Infrastructure, Trans...
  • 4/23/2024 12:00:00 AM

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Sales Associate-Market Square Plaza
  • L Brands, Inc.
  • Henrietta, NY
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

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General Manager
  • Grocery Outlet
  • Brighton, NY
  • Grocery Outlet is seeking experienced grocery and retail managers who understand their stores inside and out to independ...
  • 4/22/2024 12:00:00 AM

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Field Clinical Specialist
  • Gateway Recruiting - Gateway To Global Careers - Contingent Retained Contract Recruiting Services
  • Rochester, NY
  • The Field Clinical Specialist will provide technical and clinical support to Sales Representatives within a defined geog...
  • 4/21/2024 12:00:00 AM

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Patient Service Representative
  • ZOLL LifeVest
  • Rochester, NY
  • Position Title: Patient Service Representative (PSR) Remote independent contract worker position Competitive fee for ser...
  • 4/21/2024 12:00:00 AM

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General Manager
  • Grocery Outlet
  • Rochester, NY
  • Grocery Outlet is seeking experienced grocery and retail managers who understand their stores inside and out to independ...
  • 4/21/2024 12:00:00 AM

Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast. According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$55,645 to $74,525
Rochester, New York area prices
were up 1.5% from a year ago