Annuities Retention Specialist jobs in Great Falls, MT
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)
Recently Added Annuities Retention Specialist jobs
Retention Specialist
- Global Organization
-
Kalispell, MT
FULL_TIME
-
Maximus currently has a Retention Specialist opportunity with the Maximus Montana Employment and Training Project. This Project will provide intake, assessment and development of an Employability/Service Plan (ESP) plus case management of participants along with job development, placement, & retention services. Our goal is to equip participants to be successful in the world of work by building their skills capacity, prioritizing employment, and supporting retention.
Essential Duties and Responsibilities: - Cultivate and nurture professional relationships with customers, continuously monitoring their engagement and progress within the program. - Regularly collaborate with customers to set and accomplish program goals, ensuring ongoing eligibility and program service maintenance. - Demonstrate extensive program knowledge, guiding customers through various stages of the application process, from enrollment to benefit and service allocation. - Assist customers in accessing essential services aligned with program objectives, including educational or vocational training, medical care, childcare, transportation, mental health resources, legal assistance, and other pertinent needs. - Conduct follow-ups with customers to address needs, resolve concerns, and ensure their requirements are met satisfactorily. - Collaborate with team members to provide expertise and support in resolving participant issues effectively. - Maintain accurate and timely case documentation for all customer interactions, ensuring comprehensive records of activities. - Share updates regarding outreach and engagement initiatives with project staff, facilitating effective communication. - Identify and communicate barriers hindering customer engagement with the Provider, informing project staff promptly. - Perform additional duties as directed by leadership to support program objectives.
Minimum Requirements: - High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.- Previous Maximus experience preferred. - Previous incumbent experience preferred. - This position requires travel up to 10% of the time. - This position requires you to have reliable transportation to travel to other offices within the region.
- 9 Days Ago
Retention Specialist
- Global Organization
-
Great Falls, MT
FULL_TIME
- Maximus currently has a Retention Specialist opportunity with the Maximus Montana Employment and Training Project. This Project will provide intake, assessment and development of an Employability/Serv...
- 10 Days Ago
Registered Respiratory Therapist - $10,000 Retention Bonus
- GoRural
-
Great Falls, MT
FULL_TIME
- **$10,000 Retention Bonus**REGISTERED RESPIRATORY THERAPIST- RRTEnjoy the best of both worlds! This location offers the convenience of urban life with all the necessary amenities while also granting a...
- 1 Day Ago
Warehouse specialist
- Nutrien
-
Great Falls, MT
FULL_TIME
- At Nutrien, our purpose is Feeding the Future and we do so with safety, inclusion, integrity and results as our core values. Nothing is more important than sending our people home safe, every day. Nut...
- 17 Days Ago
Accounting Specialist
- HRS Careers Page
-
Kalispell, MT
OTHER
- Health and Rehab Solutions is in search of an Accounts Payable Specialist with accounting experience to join our growing, energetic, and fun healthcare company. We are looking for someone who is motiv...
- 17 Days Ago
Staffing Specialist
- Boston Consulting Group
-
Zurich, MT
FULL_TIME
- Maintain a transparent, accurate, and up to date overview of current and future staffing assignments, holidays, training, and availability of all consulting staffClose collaboration with the work perm...
- 18 Days Ago
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0 Annuities Retention Specialist jobs found in Great Falls, MT area
LCPC
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description $10,000 SIGN ON BONUS! Position Title: Licensed Clinical Behavioral Health Provider Depa...
- 4/26/2024 12:00:00 AM
Psychiatric Mental Health Nurse Practitioner (PMHNP)
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description Position Title: Psychiatric Nurse Practitioner Department: Medical Supervisor: V.P. Medi...
- 4/26/2024 12:00:00 AM
T-Mobile Neighborhood Retailer Sales Associate
- GP Mobile
-
Cascade, MT
- Chase #LimitlessPotential at GP Mobile, an Authorized T-Mobile Retailer! GP Mobile, is one of the largest Authorized T-M...
- 4/26/2024 12:00:00 AM
Medical Doctor (MD) - Family Practice Physician
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description Position Title: Medical Doctor (MD) – Family Practice Physician Department: Medical Supe...
- 4/26/2024 12:00:00 AM
Medical Doctor (MD) - Psychiatry
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description Position Title: Psychiatrist Department: Medical Supervisor: V.P. Medical Operations Sup...
- 4/26/2024 12:00:00 AM
Program and Management Analyst
- Army Cecom
-
Great Falls, MT
- Job SummaryPlease limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be revie...
- 4/24/2024 12:00:00 AM
Great Falls Clinic - Full-Time CRNA
- NorthStar Anesthesia
-
Great Falls, MT
- Summary of Job: Looking for an independent CRNA to join our team in Great Falls, MT! Great Falls Clinic consists of 1 ho...
- 4/23/2024 12:00:00 AM
Development Director
- Foothills Community Christian School Inc
-
Great Falls, MT
- Foothills Community Christian School was formed by an initial group of parents from within the Great Falls community in ...
- 4/23/2024 12:00:00 AM
About Great Falls, Montana
Great Falls is a city in and the county seat of Cascade County, Montana, United States. The 2017 census estimate put the population at 58,638. The population was 58,505 at the 2010 census. It is the principal city of the Great Falls, Montana Metropolitan Statistical Area, which encompasses all of Cascade County and has a population of 82,278. Great Falls was the largest city in Montana from 1950 to 1970, when Billings surpassed it. Great Falls remained the second largest city in Montana until 2000, when it was passed by Missoula. Since then Great Falls has been the third largest city in the st...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$50,273 to $67,330
Great Falls, Montana area prices
were up 3.1% from a year ago
were up 3.1% from a year ago