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)
Responsibilities:
Assists with all clerical and administrative aspects of mammography workflow including but not limited to: Assists with Rad/Path input, Assists with written/verbal timely communication, Assist with Birads letters mailing, follow up, Assists with ensuring all exams are resulted timely or followed up accordingly, Ensures STAT/priority reports are transcribed timely, Assists with needed addendum tracking, Performs importing of all outside imaging, managing the schedule to ensure appropriate outside imaging is received timely to ensure timely release of results, Mails/faxes all reports and letters to referring physicians and patients, in accordance with FDA/MQSA guidelines, Provides department support with Epic workflow, Performances QA for reports and Birads letters tracking, Tracks patients due/past due for follow up, proactively coordinates with scheduling, Serves as relief for front desk and scheduling, Supports workflow with appropriate engagement in WQs related to reports, billing, scheduling, etc., Works closely with Breast Center management team, advising of any problems encountered with reports, billing, etc and offers suggestions for improvement
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