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)
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
Qualifications
We are an equal opportunity employer and a drug free workplace
0 Annuities Retention Specialist jobs found in Miami, FL area