Annuities Retention Specialist jobs in Miami, FL

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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Patient Contact and Retention Specialist
  • Empower U Inc
  • Miami, FL FULL_TIME
  • Position Summary

    Patient Contact and Retention Specialist is a customer advocate with a strong work ethic and responsibility towards patients and team members. He/she must be empathetic, able to multitask, and able to navigate multiple computer applications. He/she must be flexible, quick learners, and able to adapt to changing patient and business needs. This individual should engage in active listening with patients, respond accurately to callers, maintain records of interactions, and use EMR, software, databases, and call scripts appropriately. They should understand and strive to meet or exceed clinical metrics while providing excellent customer service. This individual will participate in training and take responsibility for escalating concerns to the appropriate provider or clinical team member.

     

    Responsibilities/Duties

    • Requests and/or verifies authorizations for ordered services
    • Schedule and/or reschedule physician orders for outpatient treatments and/or diagnostic services
    • Discuss financial responsibilities for upcoming appointments with patient and/or guarantor.
    • Collect upfront payments and/or review for financial assistance.
    • Handles inbound and/or outbound calls related to the patients clinical care.
    • Reviews order for appropriate authorizing signature and accuracy of scheduled service(s)
    • Confirms insurance coverage.
    • Determines necessity for pre-authorization and obtains authorization for that service(s)
    • Documents authorization information within the patient account
    • Updates patient insurance information into the patient record as needed to ensure correct billing and net revenue estimation occurs.
    • Inputs and/or reviews insurance benefits for the patient account
    • Handles inbound and/or outbound calls to perform all pre/post service functions included but not limited to scheduling, authorizations, benefits, and patient responsibilities.
    • Communicates with patients and practitioners regarding order, insurance and/or authorization issues.

     

    Qualifications

    • High School Diploma; Technical certificate in Healthcare field preferred) 
    • Two years recent hospital or medical experience preferred
    • EMR (Epic, Athena, eClinical) strongly desired
    • Skills in use of personal computer for word processing and database applications. Working knowledge of MS Outlook, Word and Excel preferred
    • Three years customer service experience with strong interpersonal skills preferred 
    • Medical terminology preferred
    • Strong typing skills 40wpm
    • Call Center experience preferred 
    • Bilingual Spanish/Creole highly preferred

     

    We are an equal opportunity employer and a drug free workplace

     

     

  • 15 Days Ago

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Patient Contact and Retention Specialist
  • Empower U Inc
  • Miami, FL FULL_TIME
  • Position SummaryPatient Contact and Retention Specialist is a customer advocate with a strong work ethic and responsibility towards patients and team members. He/she must be empathetic, able to multit...
  • 15 Days Ago

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Regional Vice President - Annuities (S.FL)
  • US001 CMFG Life Insurance Company
  • Miami, FL FULL_TIME
  • At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive en...
  • 15 Days Ago

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Regional Vice President - Annuities (S.FL)
  • US001 CMFG Life Insurance Company
  • Miami, FL FULL_TIME
  • At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive en...
  • 15 Days Ago

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Senior Manager, Student Recruitment and Retention
  • SEO (Sponsors for Educational Opportunity)
  • Miami, FL FULL_TIME
  • Title: Senior Manager, Student Recruitment & Retention Department: SEO Scholars Miami Reporting to: Executive Director, SEO Scholars Miami Location: Miami, FL FLSA: Exempt Compensation: $63,450 - $72,...
  • 1 Month Ago

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Customer Retention Associate - Bilingual in English & Creole
  • Arona Home Essentials
  • North Miami, FL FULL_TIME
  • Arona Home Essentials has a long legacy as an industry leader, with continued growth regardless of the economy in the Rent-to-own industry. We are built on a foundation of excellence, customer focus, ...
  • 30 Days Ago

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0 Annuities Retention Specialist jobs found in Miami, FL area

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Member Retention Specialist
  • Hand and Stone
  • Fort Lauderdale, FL
  • Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Health insurance Opportunity for advanc...
  • 4/26/2024 12:00:00 AM

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Participant Engagement and Retention Specialist
  • Poverello Center Inc
  • Fort Lauderdale, FL
  • SUMMARY: The Participant Engagement and Retention Specialist works with people both in the community and among the progr...
  • 4/26/2024 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
  • Miami, FL
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 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
  • Miami, FL
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 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
  • Miami, FL
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 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
  • Miami, FL
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Client Advisor - Shops at Merrick Park
  • Gap, Inc.
  • Miami, FL
  • About the Role As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the cus...
  • 4/22/2024 12:00:00 AM

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High Net Worth Service Associate - Greater Miami, FL Area
  • Fidelity Investments
  • Tampa, FL
  • Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
  • 3/27/2024 12:00:00 AM

Miami, officially the City of Miami, is the cultural, economic and financial center of South Florida. Miami is the seat of Miami-Dade County, the most populous county in Florida. The city covers an area of about 56.6 square miles (147 km2), between the Everglades to the west and Biscayne Bay on the east; with a 2017 estimated population of 463,347, Miami is the sixth most densely populated major city in the United States. The Miami metropolitan area is home to 6.1 million people and the seventh-largest metropolitan area in the nation. Miami's metro area is the second-most populous metropolis i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$54,571 to $73,086
Miami, Florida area prices
were up 2.9% from a year ago