Annuities Retention Specialist jobs in Longview, 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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Client Retention Specialist
  • Allied Universal®
  • Longview, TX FULL_TIME
  • Client Retention Specialist

    Overview

    Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions!

    Job Description

    Allied Universal® is hiring a Client Retention Specialist. The Client Retention Specialist is a critical member of the regional business sales and operations team reporting directly to the Regional President. The Client Retention Specialist will lead the Client Retention Planning Process, coordinating with internal operations team members as well as with the Proposal Support team, Pricing Specialists, and the Legal Services Group to ensure the retention opportunities are calendared and that all associated tasks (including responding to Requests for Proposal) - stay on track. The Client Retention Specialist's goal is to optimize customer retention ratings and profit margins.

    This person will be located at one of our Texas locations on a hybrid basis.

    Salary: $65,000 to $72,000 base per year, plus bonus discretionary.

    RESPONSIBILITIES:

    • Coordinate efforts of regional leaders on the rebid cycle for all contracts with upcoming expiration dates; exercise strong internal project management skills to ensure contracts do not go out to rebid in the first place; delegate tasks to other departments (Pricing, Legal, etc.) as well as Operations personnel (GMs, RVPs); assigned deadlines; develop customer retention plans; lead planning meetings
    • Support development and utilization of enterprise level tools (e.g., Salesforce.com, the Proposal Builder, Client Survey tools) that will be used to raise visibility of upcoming contract expiration dates; offer suggestions and best practices
    • Coordinate rebid proposal development and interactions with the rebid proposal development team and the pricing team to ensure margins are maximized during rebid; review the work product of others; edit and/or make corrections or improvements to our responses to rebid RFPs
    • Coordinate and participate in rebid sales presentations; design presentations

    QUALIFICATIONS:

    • Bachelor's degree in business, marketing, sales, or related field of study
    • A minimum of one (1) year of experience in proposal writing and/or bid experience
    • Expert-level skills in Microsoft Excel and PowerPoint
    • Outstanding oral and written communication skills
    • Ability to take initiative, successfully handle and prioritize multiple competing assignments and effectively manage deadlines
    • Professional, articulate, and able to use good independent judgment and discretion

    PREFERRED QUALIFICATIONS:

    • Master's Degree in business, marketing, sales, or related field of study
    • Experience with Salesforce.com
    • Project management experience

    BENEFITS:

    • Medical, dental, vision, basic life, AD&D, and disability insurance
    • Enrollment in our company's 401(k)plan, subject to eligibility requirements
    • Eight paid holidays annually, five sick days, and four personal days
    • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

    #LI-AB1

    Closing

    Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com

    If you have any questions regarding Equal Employment Opportunity, Affirmative Action, Diversity and Inclusion, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.

    Requisition ID

    2023-1103391
  • 24 Days Ago

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Retention
  • Altice USA
  • Tyler, TX FULL_TIME
  • Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic pr...
  • 3 Days Ago

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Diesel Mechanic
  • Texas Truck and Motorhome Specialist, LLC.
  • Longview, TX FULL_TIME
  • $3,000 Sign on bonus. (Must be at least 25 years old) Immediate opening for an experienced diesel mechanic (semi-truck, trailer, and motorhome). Only apply if you have prior experience, please. Top pa...
  • Just Posted

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Retention Bus Deve Mgr
  • Optimum
  • Tyler, TX FULL_TIME
  • Are you looking to Optimize your life? Start your exciting path to a rewarding career today! We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic pr...
  • 3 Days Ago

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Retention Bus Deve Mgr
  • Altice USA
  • Tyler, TX FULL_TIME
  • Are you looking to Optimize your life? Start your exciting path to a rewarding career today!We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic pro...
  • 5 Days Ago

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Retention Business Development Manager
  • Altice USA
  • Tyler, TX FULL_TIME
  • Are you looking to Optimize your life? Start your exciting path to a rewarding career today!We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic pro...
  • 11 Days Ago

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0 Annuities Retention Specialist jobs found in Longview, TX area

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Utility Technician - 2nd shift
  • FLANDERS ELECTRIC MOTOR SERVICE LLC
  • Longview, TX
  • Description Our Longview, TXlocation is looking to hire a Utility Technician! This position is responsible for assisting...
  • 3/28/2024 12:00:00 AM

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REMOTE - Customer Service Associate I - $1,000 Sign-on-Bonus - Longview, TX
  • Mr. Cooper
  • Longview, TX
  • **REMOTE - Customer Service Associate I - $1,000 Sign-on-Bonus - Longview, TX** Location: Longview, TX, United States Re...
  • 3/27/2024 12:00:00 AM

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Rrt, Registered Respiratory Therapist - Longview
  • Christus Health
  • Longview, TX
  • Description Summary: Responsible for the pulmonary care of critical, non-critical, and chronically ill adult, pediatric,...
  • 3/27/2024 12:00:00 AM

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Client Service Advisor
  • Wealth Planning Advisors
  • Tyler, TX
  • A fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-...
  • 3/26/2024 12:00:00 AM

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Client Service Advisor
  • Wealth Planning Advisors, Inc.
  • Tyler, TX
  • Job Description Job Description A fast-moving, well-established financial services practice in Tyler, Texas is actively ...
  • 3/26/2024 12:00:00 AM

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Retail Sales Associate-LONGVIEW MALL
  • Limited Brands
  • Longview, TX
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 3/24/2024 12:00:00 AM

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Retail Sales Associate-LONGVIEW MALL
  • L Brands, Inc.
  • Longview, TX
  • At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused ...
  • 3/24/2024 12:00:00 AM

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Client Service Advisor
  • Wealth Planning Advisors, Inc.
  • Tyler, TX
  • Job Description Job Description A fast-moving, well-established financial services practice in Tyler, Texas is actively ...
  • 3/24/2024 12:00:00 AM

Longview is the forty-fifth largest city in the state of Texas. The city is mostly located in Gregg County, of which it is the county seat; a small part of Longview extends into the western part of neighboring Harrison County. Longview is located in East Texas, where Interstate 20 and U.S. Highways 80 and 259 converge just north of the Sabine River. According to the 2010 U.S. census, the city had a population of 80,455. The estimated population in 2017 was 81,522. Longview is the principal city of the Longview metropolitan statistical area, comprising Gregg, Upshur, and Rusk counties. The popu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$51,529 to $69,013
Longview, Texas area prices
were up 1.2% from a year ago