Annuities Retention Specialist jobs in Waco, TX

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
  • Globe Life
  • Waco, TX FULL_TIME
  • Part-Time Customer Retention Representative

    Work From Home / Remote work environment

    The Customer Retention Department is responsible for conserving business on behalf of the Company. You’ll be a vital part of a dedicated, professional team.

    Representatives play a key role in ensuring that customers who call in with the intention of cancelling are provided assistance in understanding the importance of keeping their coverage, as well as providing policy maintenance.

    Summary Job Description :

    We’re looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail oriented.

    As a Customer Retention Representative you’ll handle inbound and outbound telephone calls with customers who are calling to cancel their insurance coverage and / or place calls to current policyholders regarding coverage, premium due, as well as other policy information.

    You’ll answer questions about policy benefits and premiums and accurately document the information on the appropriate database.

    You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales.

    Friendly, casual work environment with excellent earning potential hourly wage plus bonus based on performance.

    schedule

    4 Weekdays - 5PM - 9PM or 10AM - 2PM & Saturdays - 8AM - Noon

    Required Skills

    Required Knowledge, Skills, & Abilities :

    • Excellent oral and written communication
    • Superior customer service skills required friendly, efficient, good listener
    • Proficient use of the computer, keyboard functions and Microsoft Excel
    • Ability to work under pressure and multi-task
    • Excellent organization and time management skills
    • Must be detail-oriented with the ability to analyze information and make logical conclusions
    • Have a desire to learn and grow within the Company
    • Types 30 words per minute, pre-employment assessment required

    Required Experience

    • High school diploma or GED
    • Customer service experience

    Shift Differential available for 2nd shift.

    A Bilingual differential is also available for Eng / Span Bilingual Reps.

    • Excellent oral and written communication
    • Superior customer service skills required friendly, efficient, good listener
    • Proficient use of the computer, keyboard functions and Microsoft Excel
    • Ability to work under pressure and multi-task
    • Excellent organization and time management skills
    • Must be detail-oriented with the ability to analyze information and make logical conclusions
    • Have a desire to learn and grow within the Company
    • Types 30 words per minute, pre-employment assessment required
    • Last updated : 2024-05-01

  • 9 Days Ago

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Sunglass Specialist/ Kendra Scott specialist /Handbag specialist
  • Waco Dillard’s
  • Waco, TX FULL_TIME
  • Job Summary:We are seeking a Specialist to join our team. The ideal candidate will have a strong background in technical sales and possess excellent customer service skills. proficiency is a plus for ...
  • 10 Days Ago

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Testing Specialist
  • Windham School District
  • Marlin, TX FULL_TIME
  • Job Title: Testing Specialist Wage/Hour Status: Nonexempt Pay Group: S25 Salary Plan Primary Purpose: Administer and/or assist in testing programs throughout the district. Qualifications: Education/Ce...
  • 3 Days Ago

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Delivery Specialist
  • O'Reilly Auto Enterprises, LLC
  • Fairfield, TX FULL_TIME
  • The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. This position will also collect money on C.O...
  • 3 Days Ago

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Retail specialist
  • O'Reilly Auto Parts
  • Buffalo, TX FULL_TIME
  • The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift ma...
  • 3 Days Ago

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Financial Specialist
  • Waco Family Medicine
  • Waco, TX FULL_TIME
  • FINANCIAL SPECIALIST REPORTS TO: Controller EDUCATION & EXPERIENCE: Required: Associate degree in accounting or related field Preferred: At least 1 year accounting experience SKILLS: Knowledge of acco...
  • 3 Days Ago

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0 Annuities Retention Specialist jobs found in Waco, TX area

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On-Site Service Representative (Part Time)
  • Grainger Businesses
  • Waco, TX
  • Work Location Type: Onsite As a leading industrial distributor with operations primarily in North America, Japan and the...
  • 5/12/2024 12:00:00 AM

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Automotive General Manager
  • Mercedes-Benz of Waco
  • Waco, TX
  • Overview: Position Overview The General Manager position is the leader of an AutoNation store, overseeing New and Used S...
  • 5/11/2024 12:00:00 AM

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Member Services Representative - Full Time Afternoon
  • Planet Fitness - Excel Fitness
  • Waco, TX
  • Grow with us! Were Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 90+ clubs and growing! S...
  • 5/11/2024 12:00:00 AM

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Member Services Representative Full Time Flex
  • Planet Fitness - Excel Fitness
  • Waco, TX
  • Grow with us! Were Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 80+ clubs and growing! S...
  • 5/11/2024 12:00:00 AM

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Leasing Assistant - U Pointe on Speight
  • American Campus Communities
  • Waco, TX
  • Leasing Assistant - U Pointe on Speight Department: Property Leasing Employment Type: Full Time Location: U Pointe on Sp...
  • 5/10/2024 12:00:00 AM

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Part-time Orthodontic Dental Assistant
  • Rodeo Dental
  • Waco, TX
  • We are Rodeo! Rodeo Dental & Orthodontics is one of the fastest growing, multi-specialty dental groups in the country. T...
  • 5/10/2024 12:00:00 AM

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Yard Spotter / CDL A Driver
  • Lazer Logistics, Inc.
  • Waco, TX
  • Job Description Looking for a driving job that keeps you close to home? We've got the perfect opportunity for you! Join ...
  • 5/9/2024 12:00:00 AM

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Accounts Payable Coordinator
  • Neighborly
  • Waco, TX
  • Accounts Payable Coordinator Are you looking for a place where you can bring your goals? Welcome to Neighborly-the hub o...
  • 5/8/2024 12:00:00 AM

Waco (/ˈweɪkoʊ/ WAY-koh) is a city in central Texas and is the county seat of McLennan County, Texas, United States. It is situated along the Brazos River and I-35, halfway between Dallas and Austin. The city had a 2010 population of 124,805, making it the 22nd-most populous city in the state. The 2017 US Census population estimate is 136,436 The Waco Metropolitan Statistical Area consists of McLennan and Falls Counties, which had a 2010 population of 234,906. Falls County was added to the Waco MSA in 2013. The 2017 US Census population estimate for the Waco MSA is 268,696. Waco is located at ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$50,727 to $67,936
Waco, Texas area prices
were up 1.2% from a year ago