Annuities Retention Specialist jobs in Orange, CA

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)

I
Lead Housing Retention Specialist
  • Illumination Foundation
  • Orange, CA FULL_TIME
  • “Every person deserves compassion, dignity, and the safety of a place to call home.”
    Homelessness is the largest social and public health crisis in California. Illumination Foundation (IF) is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing services and children's and family programs. IF currently has 13 facilities with 22 micro-communities scattered across Orange County, Los Angeles County and the Inland Empire.

    Job Description

    The Lead Housing Retention Specialist will provide lead direction and training to the Housing Retention Specialist in Orange County. The Lead HRS will engage with the other HRS to ensure the roles, responsibilities and expectations are met. Additionally, the Lead HRS will work closely with clients to maintain and sustain safe newly assigned housing by focusing on creating an individualized sustainability plan and establishing manageable goals. 

    The pay range for this position is $27.00 - $29.00 per hour, depending on experience.

    Responsibilities

    • Carries a maximum caseload of 15.
    • Must attempt to meet all clients in-person each month in their places of residence in accordance with role expectations
    • If client is unable-to-contact, then there must be at least 3-4 modes of communication used in the effort to contact the client in the month.
    • Develop individualized sustainability plans with measurable goals and objectives and assist in achieving clients’ desired outcomes.
    • Network and collaborate with relevant internal and external personnel as it pertains to
      promoting retention outcomes
    • Advocate for and connect clients to resources that will assist the client in achieving stabilization and housing retention. This includes warm hand-offs to agencies who can assist with clients with financial benefits, mental health, substance abuse, hygiene, shelters, medical treatment, legal advocacy, etc.
    • Conduct biweekly supervisions with the HRS to review their caseload and key performance indicators.
    • Partner with the Program Coordinators monthly for auditing
    • Attend Interdisciplinary Care Team meetings when scheduled and provide updates to health care networks on mutual clients.
    • Attend all relevant meetings held with the Cal AIM teams.
    • Coordinate, prepare and maintain required charting and documentation in a timely and thorough manner.
    • Maintain client records according to HIPAA and adhere to all client confidentiality
      requirements and standards.
    • Complete training and development opportunities as determined appropriate by the
      supervisor.
    • Acts in an ethical manner reflecting core values of integrity, transparency, accountability, respect and responsibility.
    • Must accept personal responsibility and accountability for performance of duties.

    Preferred Experience/Minimum Qualifications

    Required:

    • High School Diploma or equivalent.
    • Proficiency in Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint, OneDrive)
    • Case management/housing navigation experience dealing with homeless populations or similar fields.
    • Customer and client relation skills.
    • Valid CA Driver’s License and eligibility for company vehicle insurance.

    Preferred:

    • Bilingual in English and Spanish.
    • Bachelor’s Degree

    Benefits

    • Medical Insurance funded up to 91% by Illumination Foundation (Kaiser and Blue Shield), depending on the plan
    • Dental and Vision Insurance
    • Life, AD&D and LTD Insurance funded 100% by Illumination Foundation
    • Employee Assistance Program
    • Professional Development Reimbursement
    • 401K with Company Matching
    • 10 days vacation PTO/year
    • 6 days sick PTO/year
    • 10 days holiday PTO/year
    • Potential eligibility for the Public Service Loan Forgiveness Program (PSFL) for federally qualified loans
  • 2 Days Ago

I
Housing Retention Specialist
  • Illumination Foundation
  • Orange, CA FULL_TIME
  • “Every person deserves compassion, dignity, and the safety of a place to call home.”Homelessness is the largest social and public health crisis in California. Illumination Foundation (IF) is a growing...
  • 30 Days Ago

S
Side Hustle Expert - Social Media Specialist
  • Social Media Specialist - Fud
  • Irvine, CA OTHER
  • We are a growing start-up company looking for a talented and experienced Side Hustle Expert - Social Media Specialist to join our community. As a Side Hustle Expert, you will be responsible for provid...
  • 12 Days Ago

P
Dermatologist - Laguna Hills, CA
  • Pacific Dermatology Specialist
  • Laguna Hills, CA FULL_TIME
  • Pacific Dermatology Specialist in Laguna Hills, CA is seeking a Dermatologist to join our long established & highly regarded practice with a large & loyal patient base. Opportunity Highlights: Highly ...
  • 1 Month Ago

I
Director, CRM & Retention Marketing
  • iHerb
  • Irvine, CA FULL_TIME
  • Job Summary: The Director, CRM and Retention Marketing is a highly strategic role that will lead iHerb’s customer retention & CRM efforts, working cross-functionally to drive our global customer reten...
  • 3 Days Ago

A
Client Success - Retention Associate
  • Alleviate Financial Solutions
  • Irvine, CA FULL_TIME
  • Class Start Date: 06/03/24Ready to be the keeper of the flame in our client success journey? We're on the hunt for Retention Associates to join our dynamic team and become the heartbeat of our client ...
  • 5 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Annuities Retention Specialist jobs found in Orange, CA area

I
Housing Retention Specialist
  • Illumination Foundation
  • Orange, CA
  • "Every person deserves compassion, dignity, and the safety of a place to call home." Homelessness is the largest social ...
  • 4/24/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

L
Enrollment and Retention Specialist
  • Los Angeles Christian Health Centers
  • Los Angeles, CA
  • Job Description Job Description Interview clients on a one-to-one basis to determine eligibility for federal and state-f...
  • 4/23/2024 12:00:00 AM

L
Remote Customer Retention Specialist
  • Lamps Plus
  • Los Angeles, CA
  • Description**LOOKING FOR CANDIDATES THAT RESIDE IN NV, TX, AZ, CO, FL, GAWe are seeking a Remote Customer Retention Spec...
  • 4/23/2024 12:00:00 AM

J
Veterans Employment & Retention Specialist (HRVP)
  • JVS SoCal
  • South El Monte, CA
  • Job Type Full-time Description ABOUT JVS SOCAL & VETERANS FIRST Founded in 1931, JVS-SoCal is a nonprofit, non-sectarian...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

C
Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Irvine, CA
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$62,544 to $83,765
Orange, California area prices
were up 3.0% from a year ago