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)
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 :
Required Experience
Shift Differential available for 2nd shift.
A Bilingual differential is also available for Eng / Span Bilingual Reps.
Last updated : 2024-05-01
0 Annuities Retention Specialist jobs found in Waco, TX area