Annuities Retention Specialist jobs in Frankfort, KY

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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Budget Specialist
  • Calculated Hire
  • Frankfort, KY FULL_TIME,CONTRACTOR
  • Budget Specialist II

    Our client in the public sector is looking for a Budget Specialist II to join their team. This role will assists in the formulation and execution of the agency's budget; develops budget requests for assigned functional area(s); submits budget requests to the agency's centralized budget office for review and approval; participates in the development of the biennial budget; and performs other duties as required.

    Responsibilities:

    Serves as a budget specialist to the agency's centralized budget office in developing budget requests for functional area(s). Assists in the development of the biennial budget by submitting programmatic/functional area budget requests to the agency's centralized budget office for review. Monitors, reviews, and records budgetary tracking for a specific functional area for agency management. Develops biennial and annual budgets for assigned functional area and advises agency management on program and financial issues. Provides advice on program effectiveness and budgetary needs and requests. Assists centralized budget office with capital project requests for additional funding, setting up and closing capital project accounts and assists with the six-year capital plan. Submits requests to increase/shift funding within the allocated state and federal budgets for project phases to cover current/projected expenditures for projects. Provides on-going oversight and budget preparation, implementation, analysis, monitoring, and evaluation of programs, and completes federal and state mandated reports. Requests budget documents in budgeting system, such as allotment shifts and appropriation increases for agency approval.

    Task #1:

    Performs technical professional accounting duties in the establishment, analysis & maintenance of capital projects. Acts as a liaison to Finance & Administration Cabinet & Governor’s Office of Policy Management as it relates to capital projects. Prepares pay documents & submittals for authorizations of payments as it relates to capital.

    • 40%

    Task #2:

    Develops policies & procedures & works with agency heads to assist in the development of policies & procedures as it relates to their individual agencies. Develops & provides training & assistance to cabinet personnel in the methods of capital planning, capital project management, policy analysis & management review.

    • 20%

    Task #3:

    Develops guidelines & policies for the development of policy planning & the preparation of the 6-Year Capital Plan & preparation of the biennial Executive Budget & 6-Year Capital Plan. Reviews and makes recommendations for program and budgetary changes. Assists in the preparation of budget data & information.

    • 15%

    Task #4:

    Coordinates the work of assigned staff in efforts such as the execution of the Biennial Budget & 6-Year Capital Plan. Responsible for the development & management of webpages for the CHFS Office of Administrative & Technology Services & its divisions. Serves as ProCard

    Administrator for the branch. Provides technical assistance to management personnel.

    • 15%

    Task #5:

    Provides functional supervision over the Administrative Specialist III within FMB on all FMB administrative tasks.Represents branch manager in meetings & conferences with state agencies, citizens & professional groups. Compiles & completes various reports for management & reviews, analyzes & drafts correspondence for agency management

    • 5%

    Task #6:

    Performs other duties as assigned.

    • 5%

    Minimum Requirements:

    Education:

    · Graduate of a college or university with a bachelor's degree.

    Experience, Training, or Skills:

    · Three years of professional experience in budget administration, financial analysis and/or forecasting, statistical analysis, accounting, financial auditing, or a related field.

    Substitute experience for education:

    · Professional experience in budget administration, financial analysis and/or forecasting, statistics, accounting, financial auditing, planning, or a related field will substitute for the required education on a year-for-year basis.

    Job Types: Full-time, Contract

    Pay: $29.00 - $30.00 per hour

    Expected hours: 37.5 per week

    Benefits:

    • Dental insurance
    • Health insurance
    • Life insurance
    • Vision insurance

    Schedule:

    • 8 hour shift

    Ability to Relocate:

    • Frankfort, KY 40601: Relocate before starting work (Required)

    Work Location: In person

  • 17 Days Ago

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Hardware specialist
  • Apex Systems
  • Frankfort, KY FULL_TIME
  • Job# : 2016782 Job Description : Apex Systems is seeking a Hardware Transfer Specialist for an exciting role in Frankfort, KY. Please apply directly to this posting if interested. To succeed in this r...
  • 17 Days Ago

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Merchandiser Specialist
  • Acosta Group
  • Campbellsville, KY FULL_TIME
  • **Start your career with Premium.** \#WeArePremium **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** CAMPBELLSVILLE, Kentucky, 42718 **Ref #:** 27504 **Function:** ...
  • 19 Days Ago

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Merchandiser Specialist
  • Acosta Group
  • Frankfort, KY FULL_TIME
  • **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** FRANKFORT, Kentucky, 40601 **Ref #:** 39973 **Function:** Merchandising **Employment Duration:** Part-time **Descr...
  • 20 Days Ago

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Housing Specialist
  • Nan McKay
  • Frankfort, KY FULL_TIME
  • POSITION: Housing Specialist SUPERVISOR: Supervisor STATUS: Non- Exempt SUMMARY The position duties include a wide range of activities related to determining and documenting applicant and/or participa...
  • 21 Days Ago

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Accounting Specialist
  • Pasona N A, Inc.
  • Lebanon, KY FULL_TIME
  • Duties 1 Perform Accounts Receivable invoicing. 2 Lead Inventory—monthly & annual inventory counts; assist Production with inventory entries; set up of any new parts/costs; make inventory adjustments ...
  • 21 Days Ago

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0 Annuities Retention Specialist jobs found in Frankfort, KY area

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Sales Associate-FAYETTE MALL II
  • L Brands, Inc.
  • Lexington, KY
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 4/25/2024 12:00:00 AM

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Member Services Representative
  • Planet Fitness Inc.
  • Shelbyville, KY
  • Job Summary The Member Services Representative will be responsible for creating a positive member experience by providin...
  • 4/24/2024 12:00:00 AM

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Call Center Representative
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/22/2024 12:00:00 AM

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Customer Relationship Advocate Career Development Experience- Covington, KY
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/22/2024 12:00:00 AM

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2021-2024 Undergraduates, Customer Relationship Advocate- Covington, KY
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/22/2024 12:00:00 AM

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Customer Experience Rep
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/22/2024 12:00:00 AM

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Patient Safety Attendant
  • Plantationgeneral
  • Frankfort, KY
  • **Nurse Residency Program** Create healthier tomorrows and start your career as a Nurse Resident at HCA Healthcare There...
  • 4/21/2024 12:00:00 AM

Frankfort is the capital city of the Commonwealth of Kentucky and the seat of Franklin County. It is a home rule-class city in Kentucky; the population was 25,527 at the 2010 census. Located along the Kentucky River, Frankfort is the principal city of the Frankfort, Kentucky Micropolitan Statistical Area, which includes all of Franklin and Anderson counties. Frankfort is located in the (inner) Bluegrass region of Central Kentucky. The city is bisected by the Kentucky River, which makes an s-turn as it passes through the center of town. The river valley widens at this point, which creates fou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$51,686 to $69,224
Frankfort, Kentucky area prices
were up 1.2% from a year ago