Annuities Retention Specialist jobs in Boca Raton, FL

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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Bilingual Customer Retention Specialist (Customer Service/Sales)
  • American Residential Warranty
  • Boca Raton, FL FULL_TIME
  • ARW is looking for Customer Service Retention Specialists to join our team.

    This position will be the liaison between our company and its current customers. The successful candidate will be able to accept ownership for effectively solving customer issues, complaints and inquiries, retaining customers and keeping customer satisfaction at the core of every decision and behavior.

    A Tiger team is made up of mature experts who understand the problem, know what to do and how to do it, and work well with other people and departments. Tiger teams are small, agile, and cross-functional, so they can make and act on decisions with both speed and precision. Because of their cross-functional expertise, tiger teams can approach a problem from multiple perspectives and understand how it all integrates, making it easier to identify and focus on the most critical and high-priority items.

    Job Responsibilities:

    · Manage large amounts of inbound and outbound calls in a timely manner.

    · Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.

    · Makes outbound follow-up calls to customers to inform them of new products/services or upsell them on enhanced packages.

    · Retain customers who are considering downgrading or disconnecting services.

    · Build sustainable relationships and engage customers by taking the extra mile.

    · Seize opportunities to upsell products when they arise.

    · Keep records of all conversations in our call center database in a comprehensible way.

    · Achieve or exceed monthly Key Performance Indicators (KPI’s) to improve retention rates and goals.

    · Accurately utilize phone software (Five9), Customer Relationship Database (CRM) and follow scripts appropriately.

    · Participate in training and other learning opportunities to expand knowledge of position.

    · Adhere to all company policies and procedures.

    · Assist with other projects as needed.

    Requirements:

    · Bilingual (Spanish) required.

    · Previous experience in a customer support and sales role.

    ·Excellent verbal and written communication skills.

    · Excellent interpersonal and customer service skills.

    · Strong problem-solving and conflict resolution skills.

    · Track record of over-achieving quota.

    · Customer focus and adaptability to different personality types.

    · Proficient with Microsoft Office.

    · Strong background in call-center environment and sales focused.

    · Must qualify for a Florida telemarketing license.

    Competencies needed to be successful:

    • Dealing With Ambiguity
    • Business Acumen
    • Composure
    • Creativity
    • Customer Focus
    • Listening
    • Problem Solving

    Shift:

    Monday – Friday 8:30am-5:30pm. Rotating Saturdays 8:30am-5:30pm

    Compensation:

    We offer an very competitive compensation package for experienced Customer Retention experts! Use your sales and customer service skills to educate our customers on the value of our service and other offerings.

    Hourly rate of $20 per hour plus commissions, bonuses, and spiffs. Total compensation estimated $60,000 annually.

    Job Type: Full-time

    Pay: From $20.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Shift:

    • 8 hour shift

    Weekly day range:

    • Monday to Friday
    • Weekends as needed

    Work setting:

    • Call center
    • In-person

    Application Question(s):

    • Will you be able to reliably commute or relocate to Boca Raton, FL 33431 for this job?
    • Why are you a good fit for this position?

    Language:

    • Spanish (Required)

    Work Location: In person

  • 13 Days Ago

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Medical Front Desk Receptionist
  • ENT Specialist
  • Boynton, FL FULL_TIME
  • Are you a friendly and organized individual looking for an exciting new opportunity in the healthcare industry? If so, we are looking for a Medical Front Desk professional to join our growing Otolaryn...
  • 1 Month Ago

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Retention Agent
  • Worxweb Solutions
  • Boca Raton, FL FULL_TIME
  • Worxweb Solutions, a premier recruitment agency, is actively searching for a highly skilled and dedicated Health Insurance Retention Specialist to join the team on behalf of our client, a leader in th...
  • 1 Day Ago

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Scrub Tech - Operating Room Full Time Days $15k Retention Bonus
  • JUPITER MEDICAL
  • Jupiter, FL FULL_TIME
  • Jupiter Medical Center is reimagining how to restore the community's health and wellness. Award-winning physicians, world-class partnerships and innovative techniques and technology enable Jupiter Med...
  • 1 Day Ago

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RN - CVOR - Open Heart- Full Time with Call - 15K retention Bonus Eligible
  • Tringali Vibrant Health
  • Jupiter, FL FULL_TIME
  • x
  • 6 Days Ago

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Registered Nurse CVOR Open Heart - Full Time Days with Call $15k Retention Bonus
  • JUPITER MEDICAL
  • Jupiter, FL FULL_TIME
  • Jupiter Medical Center is reimagining how to restore the community's health and wellness. Award-winning physicians, world-class partnerships and innovative techniques and technology enable Jupiter Med...
  • 8 Days Ago

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0 Annuities Retention Specialist jobs found in Boca Raton, FL area

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Member Retention Specialist
  • Hand and Stone
  • Fort Lauderdale, FL
  • Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Health insurance Opportunity for advanc...
  • 4/26/2024 12:00:00 AM

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Participant Engagement and Retention Specialist
  • Poverello Center Inc
  • Fort Lauderdale, FL
  • SUMMARY: The Participant Engagement and Retention Specialist works with people both in the community and among the progr...
  • 4/26/2024 12:00:00 AM

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Controller for Highly-Successful Country Club - Growth Opportunity to CFO!!
  • StevenDouglas
  • Delray Beach, FL
  • StevenDouglas has been exclusively retained to find a Controller for a well-known Country Club in Palm Beach County. Thi...
  • 4/25/2024 12:00:00 AM

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General Manager at Rumble Boxing East Boca
  • Rumble Boxing Boca Raton
  • Boca Raton, FL
  • General Managers are responsible for meeting studio sales goals, membership renewals and ancillary service goals by pre-...
  • 4/24/2024 12:00:00 AM

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Senior Talent Management Advisor
  • DigitalBridge Group Inc.
  • Boca Raton, FL
  • DigitalBridge Group is seeking a highly motivated team-oriented Senior Advisor in our Talent Management department. The ...
  • 4/23/2024 12:00:00 AM

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Controller for Highly-Successful Country Club - Growth Opportunity to CFO!!
  • Stevendouglas
  • Delray Beach, FL
  • StevenDouglas has been exclusively retained to find a Controller for a well-known Country Club in Palm Beach County. Thi...
  • 4/23/2024 12:00:00 AM

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Retail Sales Associate-PEMBROKE COMMONS
  • L Brands, Inc.
  • Hollywood, FL
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

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Retail Sales Associate-The Plaza at Delray
  • Limited Brands
  • Delray Beach, FL
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$55,362 to $74,146
Boca Raton, Florida area prices
were up 1.5% from a year ago