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)
The Accounts Payable Specialist is responsible for accurate and timely data entry and payment of all approved invoices and check requests for obligations incurred and is responsible for certain regulatory compliance preparation as related to the Accounts Payable function.
Within parameters of appropriate segregation of duties, this position may also be responsible for accurately performing vendor set-up and specification of appropriate payment terms, appropriate and timely disbursement of payments to vendors, and certain regulatory compliance to include preparation of IRS Form 1099s and Unclaimed Property submissions.
The Accounts Payable Specialist performs, fosters and facilitates appropriate communications with vendors and research of vendor activity as needed to ensure maintenance of positive vendor relationships.
This position is also responsible for preparing batches for vouchering of claims for the Accounting Team Specialists.
Great Plains Experience would be helpful but is not required.
Last updated : 2024-02-25
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