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)
Action Ambulance has locations all over MA. We believe in our employee’s well-being! We want to make sure our employees are happy, healthy and have a work-life balance. We aim for the highest level of customer and employee satisfaction. We are looking for highly competent individuals and quick learners who are able to provide superior customer service and want to make a difference within their communities.
General Function
Patient Accounts Team members are responsible for processing of patient accounts.
Major Responsibilities
Interactions
This position requires daily interaction with other team members as well as insurance organizations, patients, and families.
Qualifications
Requires strong computer and telephone skills. Also calls for flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with insurance organizations and other stakeholders.
Physical Requirements:
None Specific.
Disclaimer:
The information provided in this description has been designed to indicate the general nature and level of work performed by incumbents within this job. It is not designed to be interpreted as comprehensive inventories of all duties, responsibilities, qualifications and working conditions required of employees assigned to this job. Action Ambulance Service, Inc. has the sole discretion to add or modify duties of the job and to designate other functions as essential at any time. This job description is not an employment agreement or contract.
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