Annuities Retention Specialist jobs in Tacoma, WA

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)

L
RETENTION SPECIALIST
  • Lorene's Place II
  • Lakewood, WA FULL_TIME
  • We are always looking for talented, dedicated individuals who enjoy working with children and families. If you are a patient and caring individual, who loves the idea of actively assisting in helping to bring families together, this may be a great fit for you.

    Retention Specialists provide transportation, assist youth in community activities, and communicate and coordinate with others who support the youth. Successful candidates are willing and able to work in the greater Puget Sound including King, Pierce, Kitsap, Snohomish, and Thurston counties and beyond to transport children in foster care to visits, appointments, and activities.

    Retention Specialist Responsibilities

    • Provide transportation and assist youth in community activities.
    • Participate in 20 hours of orientation.
    • Provide to agency proof of cardiopulmonary resuscitation certification (CPR), first aid certification, and HIV/AIDS blood pathogens upon hire.
    • Attend supervision staffing and trainings as required.
    • Inform parent/foster parent of client's whereabouts at all times.
    • Report suspected child abuse to community support specialist supervisor and therapist assigned to the family within four hours so the suspected abuse can be reported to Children's Protective Services (CPS) within four hours.
    • Adapt to change and work independently.
    • Learn and utilize community resources.
    • Maintain open and clear communication with therapist, community support specialist coordinator, care coordinator, and community support specialist supervisor regarding all information pertaining to clients and families.
    • Complete Serious Incident Reports before end of shift and give them to community support specialist supervisor within 24 hours.
    • Maintain confidentiality of the client. Maintain reliable transportation.
    • Maintain professional boundaries while providing services in the families' homes.
    • Maintain monthly summary notes as requested concerning shifts worked, and have documentation available to community support specialist supervisor and therapist.
    • All employees working at Lorene's Place II have the responsibility for developing and safekeeping a workplace which values and supports a culturally diverse work environment. Employees' treatment of each other, their willingness to try new ways and ideas—all these things contribute greatly to the organization's success in providing an open, culturally-enriched and diverse workplace.
    • Other duties as may be reasonably assigned.

    Retention Specialist Qualifications

    • Age 21 or older per DSHS requirements.
    • High school diploma/GED
    • Knowledge of community resources for youth.
    • Basic understanding of family systems and child development.
    • Basic understanding of how to participate on a team.
    • Reliable transportation.
    • Pass background check through DSHS & Washington State Patrol.
    • Ability to understand and identify with clients is important for effective communication.
    • Availability to work flexible hours (evenings, nights, weekends).
    • Proof of negative TB test within past ten years.
    • Ability to make visual assessments of family home conditions and crisis situations.

    Retention Specialist Preferred Qualifications

    • Experience working with at-risk youth and their families
    • Knowledge of problems encountered by people of diverse cultural backgrounds.
    • Knowledge of community organization and community development.
    • High School/GED in social sciences, social services or mental health field background.
    • Volunteering over one year with social services and mental health agencies to work with people who need assistance.

    Employment opportunities for caring, dedicated, talented individuals who enjoy actively bringing families together.

  • 1 Month Ago

T
Retention Specialist - Fresh Start
  • Tacoma Community College
  • Tacoma, WA FULL_TIME
  • Priority Consideration Date: May 28, 2024Located in the scenic Puget Sound area with nearby mountain ranges and Mount Rainier in the distance, Tacoma is surrounded by outdoor recreational opportunitie...
  • 14 Days Ago

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STUDENT RETENTION AND COMMUNITY DEVELOPMENT SPECIALIST
  • University of Washington (UW) Medicine
  • Tacoma, WA OTHER
  • Req #: 221246 Department: UW TACOMA Job Location: Tacoma Campus Posting Date: 04/21/2023 Closing Info: Open Until Filled Salary: $4,916-$5,140 per month Other Compensation: Shift: First Shift Benefits...
  • 2 Months Ago

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Diagnostic Medical Sonography Lab Assistant & Retention Specialist
  • Tacoma Community College
  • Tacoma, WA PART_TIME
  • Located in the scenic Puget Sound area with Mount Rainier in the distance, Tacoma is the third largest city in Washington State with a thriving and diverse community of over 200,000 residents. Tacoma ...
  • 10 Days Ago

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Assembly Technician
  • Apollo Retail Specialist
  • Tacoma, WA PART_TIME
  • Can’t stand being stuck behind a desk? Like working solo? Good with your hands? We have the perfect job for you as a Service Technician! Go store to store and work independently to keep the furniture ...
  • 15 Days Ago

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Specialist
  • MultiCare
  • Puyallup, WA FULL_TIME
  • You Belong Here. At MultiCare, we strive to offer a true sense of belonging for all our employees. Across our health care network, you will find a dynamic range of meaningful careers, opportunities fo...
  • 5 Days Ago

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0 Annuities Retention Specialist jobs found in Tacoma, WA area

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TRiO Advising and Retention Specialist
  • Highline College Wa
  • Seattle, WA
  • Salary: $57,000.00 - $60,000.00 AnnuallyLocation : Highline College 2400 S 240th St Des Moines, WAJob Type: SALARIED OVE...
  • 5/9/2024 12:00:00 AM

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Assistant Manager: Customer Experience>
  • Cost Plus World Market
  • Seattle, WA
  • Cost Plus World Market - 17680 Southcenter Parkway [ASM / Store Supervisor] As an Assistant Manager at Cost Plus World M...
  • 5/9/2024 12:00:00 AM

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Member Services Representative
  • Planet Fitness
  • Puyallup, WA
  • Benefits: Flexible schedule Opportunity for advancement Training & development Job Summary The Member Services Represent...
  • 5/9/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Seattle, WA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Seattle, WA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Seattle, WA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Seattle, WA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 5/8/2024 12:00:00 AM

G
Territory Manager
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • Seattle, WA
  • The Territory Manager is accountable for the sales development within his/her designated territory. Responsibilities inc...
  • 5/8/2024 12:00:00 AM

Tacoma (/təˈkoʊmə/ tə-KOH-mə) is a mid-sized urban port city and the county seat of Pierce County, Washington, United States. The city is on Washington's Puget Sound, 32 miles (51 km) southwest of Seattle (of which it is the largest satellite city), 31 miles (50 km) northeast of the state capital, Olympia, and 58 miles (93 km) northwest of Mount Rainier National Park. The population was 198,397, according to the 2010 census. Tacoma is the second-largest city in the Puget Sound area and the third largest in the state. Tacoma also serves as the center of business activity for the South Sound re...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$60,929 to $81,599
Tacoma, Washington area prices
were up 2.8% from a year ago