Annuities Retention Specialist jobs in Bradenton, FL

Job Title: Retention Specialist

Employment Type: Full Time, 40 hours/week 

Reports to: Collections Manager 

FLSA Status: Non Exempt  

Who We Are  

LIFE SURGE one of the fastest growing organizations in the country and is a faith-based company focused on live Christian events and education for people wanting to grow their financial resources and impact (www.lifesurge.com).  We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we all root for each other’s wins! Top performers are rewarded and acknowledged at our company. So, let your light shine!   

Opportunity 

We are seeking a dedicated and results-driven Retention Specialist to join our team in a Christian-based environment. In this role, you will be responsible for proactively contacting students who are considering cancellation and finding solutions to retain their enrollment, ensuring the continued success and revenue growth of our organization. You will play a crucial part in maintaining strong student relationships, managing refunds and cancellations, and collaborating with various departments and partners. 

Essential Duties  

• Develop and execute effective retention strategies to prevent student cancellations and maintain revenue levels 

• Initiate contact with students who express the intent to cancel and work diligently to understand their concerns and needs. 

• Provide tailored solutions to students to address their concerns and encourage them to continue their enrollment. 

• Assist in the processing of refunds and cancellations while striving to retain students whenever possible. 

• Monitor and report on the success and failure rates of retention efforts, analyzing data to identify trends and areas for improvement. 

• Uphold Christian values and ethics in all interactions with students and colleagues, fostering a positive and supportive environment. 

• Earn a competitive base salary supplemented by commission based on successful retention outcomes. 

• Make a significant number of calls per day, demonstrating persistence and commitment to retention goals. 

• Utilize Microsoft Office products for reporting and communication. Experience with Monday CRM and Asana is a plus. 

• Build and maintain strong relationships with students, ensuring they feel valued and supported throughout their journey with our organization. 

• Collaborate effectively with different departments and partners to coordinate retention efforts and enhance the overall student experience. 

Knowledge, Skills and Abilities Preferred 

• Excellent project management, organizational skills, and attention to detail 

• Able to adapt quickly to different situations and make the right decision   

• High capacity to handle a lot of activities and make appropriate decisions 

• Excellent verbal and written communication skills 

• Strong ability to follow through, manage, and prioritize multiple projects and tasks 

• Creative problem solver   

• Highly organized and efficient 

• Knowledge in Microsoft Office, Asana, and other tools and apps is a plus  

• Ability to learn new apps and systems quickly 

• Self-motivated, self-managed, and driven by performance 

• Ability to effectively multitask while keeping a positive attitude  

• Organized and focused, yet with a “whatever needs done” for the organization mentality 

• Willingness to roll up your sleeves and get work done  

• Unquestionable ethics, integrity, and common sense 

• Able to create and maintain collegial relationships with all team members 

Qualifications and Experience Preferred 

• 1 years of related work experience.  

• Proficiency in Microsoft Office products (Word, Excel, PowerPoint, Outlook). 

• Familiarity with Monday CRM and Asana is advantageous. 

• Excellent communication and interpersonal skills. 

• Strong problem-solving abilities and a solution-oriented mindset. 

• Ability to work in a fast-paced environment and handle a high volume of calls. 

• Demonstrated ability to build and maintain positive relationships. 

• Commitment to Christian values and ethics. 

• Collaborative mindset and willingness to work with various teams and partners. 

Job Benefits 

• Health, Dental, Vision, Life, Holiday and Paid Time Off. 

• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.  

• High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment. 

If you are ready to get in on the ground floor on something bigger than all of us, and you are a team player who is not afraid to work hard and be well rewarded, then apply now to be considered! This may be the opportunity of a lifetime!  

LIFE SURGE is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.