Annuities Retention Specialist jobs in Irving, TX

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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Customer Retention Specialist
  • A-max Insurance Services Inc
  • Dallas, TX FULL_TIME
  • Achieve your Max potential at A-MAX! A-MAX Auto Insurance has been growing exponentially for the last 20 years. Our fast-growing and innovative company is looking for an Customer Service/Retention Agent to join our A-MAX Family. At A-MAX, we value the strong individual competencies that everyone brings to the table and are committed to your individual growth and advancement. We are looking for candidates that have drive, ambition, and want to build a rewarding career. We want A-MAX Auto Insurance to be your employer of choice!!!

    An ideal candidate for this position will possess a strong sales mentality, desire to succeed, and good organizational/interpersonal skills with a strong customer focus.


    Essential Duties and Responsibilities:

    • Provide knowledgeable answers to customer phone and e-mail inquiries regarding products and brands

    • Responsible for understanding the products offered by the carriers

    • Assist with mail received for the Call Center

    • Answer inbound/outbound phone calls and emails from customers

    • Investigate customer issues and provide solutions

    • Cross-sell products to increase penetration ratio per customer to maximize profitability

    • Assist with processing Endorsements

    • Responsible for ensuring underwriting is accurate

    • These statements are intended to describe the general nature and level of work being performed rather than give an exhaustive list of all duties and responsibilities. Performs other special projects as assigned by supervisor.

    • High School diploma or equivalent; required

    • 1-3 years of relevant face-to-face, phone sales or similar experience; preferred

    • Property and Casualty license is required (must be actively working on P&C and must be actively licensed within 30 days of hire)

    • Communicate effectively in writing as appropriate for the needs of the audience

    • Use logic and reasoning to identify alternative solutions

    • Must be able to convey information effectively

    • Must be able to quickly learn Company software

    • Strong organizational and communication skills

    • Must have excellent computer skills with Microsoft Suite

    • Minimum internet bandwidth of 25MB download and 10MB upload

    • Must be able to work independently with minimal supervision

    • Experience working in a fast-paced environment

    • Proven ability to provide an exceptional customer experience

  • Just Posted

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Customer Retention Specialist
  • A-MAX AUTO INSURANCE MASTER
  • Dallas, TX OTHER
  • Job Details Job Location: CALL CENTER - Dallas, TX Salary Range: Undisclosed Job Category: Sales DescriptionAchieve your Max potential at A-MAX! A-MAX Auto Insurance has been growing exponentially for...
  • Just Posted

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Data Retention Specialist
  • Capgemini
  • Plano, TX FULL_TIME
  • Duration: 1 months Job Description: Data Privacy / Retention Specialist Onshore Opportunity For a major insurance/financial services client, we are leading development of an enterprise solution for Da...
  • 15 Days Ago

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Call Center Retention Specialist
  • Sirius XM Radio
  • Irving, TX FULL_TIME
  • Responsibilities Who We Are: SiriusXM and its brands (Pandora, SXM Media, AdsWizz, Simplecast, and SiriusXM Connected Vehicle Services) are leading a new era of audio entertainment and services by del...
  • 16 Days Ago

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Document Retention Specialist (Hybrid)
  • Globe Life Inc.
  • Mc Kinney, TX FULL_TIME
  • Document Retention Specialist (Hybrid)Primary Duties & ResponsibilitiesJob Summary:Consolidates all of the paperwork from accounts payable, general ledger, and cash management activities for uploading...
  • 2 Months Ago

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Account Retention Specialist - AMR I
  • Talus Payments
  • Dallas, TX FULL_TIME
  • Job Summary:This position is responsible for client retention activities for a customer focused payment processing company. Account Retention Specialist’s will to get in front of issues that could res...
  • Just Posted

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0 Annuities Retention Specialist jobs found in Irving, TX area

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Call Center Retention Specialist
  • Sirius XM
  • Irving, TX
  • Responsibilities: Who We Are: SiriusXM and its brands (Pandora, SXM Media, AdsWizz, Simplecast, and SiriusXM Connected V...
  • 5/1/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Garland, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Dallas, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Garland, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Garland, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Garland, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Dallas, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Dallas, TX
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/28/2024 12:00:00 AM

Irving is a principal city in Dallas County in the U.S. state of Texas and it is also an inner ring suburb of the city of Dallas. According to a 2017 estimate from the United States Census Bureau, the city population was 240,373 making it the thirteenth-most populous city in Texas and 93rd most populous city in the U.S. The city of Irving is part of the Dallas–Fort Worth metroplex. Irving includes the Las Colinas community, one of the first master-planned developments in the United States and once the largest mixed-use development in the Southwest with a land area of more than 12,000 acres (4,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$55,942 to $74,919
Irving, Texas area prices
were up 2.2% from a year ago