Annuities Retention Specialist jobs in Tampa, 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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Retention Specialist
  • Ultra Cryo & Recovery
  • Auburndale, FL FULL_TIME,PART_TIME
  • Job Summary:
    As a Retention Specialist at Ultra Cryo & Recovery, you will play a pivotal role in nurturing and strengthening relationships with our current and past clients to drive repeat business and maximize client retention. You will have the opportunity to engage with clients, provide exceptional customer service, and promote our wellness services to enhance their overall experience with us. If you are passionate about client retention and enjoy fostering long-term relationships, this position offers an exciting opportunity to contribute to our mission of promoting holistic health and wellness.

    Duties:

    • Proactively reach out to current and past clients via phone calls, emails, and other communication channels to promote rebookings and encourage service upgrades.
    • Build and maintain strong relationships with clients by understanding their needs, preferences, and wellness goals.
    • Provide personalized recommendations and guidance on our services based on individual client history and interests.
    • Utilize CRM systems and client databases to track interactions, follow-ups, and progress with client retention initiatives.
    • Implement targeted outreach campaigns and promotions to re-engage inactive clients and boost retention rates.
    • Collaborate closely with the marketing and sales team to align client retention efforts with overall business objectives.
    • Monitor client engagement metrics and retention rates, identifying areas for improvement and implementing strategies to enhance retention.
    • Maintain accurate and detailed records of client interactions, feedback, and preferences to inform future retention strategies.
    • Meet or exceed client retention targets and contribute to revenue growth through repeat business and upselling opportunities.
    • Stay updated on industry trends, competitor offerings, and client preferences to optimize client retention strategies.
    • Deliver exceptional customer service to ensure a positive and supportive experience for clients throughout their journey with us.
    • Participate in ongoing training and development programs to enhance skills in client retention and relationship management.
    • Contribute ideas and initiatives during team meetings to enhance client retention strategies and improve overall client experience.
    • Other duties may be assigned.

    Qualifications and Skills:

    • Proven experience in customer service, client retention, or related roles, preferably within the wellness or healthcare industry.
    • Strong interpersonal skills with the ability to build rapport and trust with diverse clientele.
    • Excellent communication skills, both verbal and written, with a professional and empathetic demeanor.
    • Solid organizational and time management abilities to prioritize tasks and meet client retention goals effectively.
    • Proficiency in using CRM software and client management tools to track and manage client interactions.
    • Ability to work independently and collaboratively in a fast-paced and dynamic work environment.
    • Flexibility and adaptability to navigate client relationships and address challenges effectively.
    • Passion for wellness and holistic health, with a genuine interest in helping clients achieve their wellness goals and enhance their experience with our services.

    If you are passionate about providing exceptional customer service, have strong sales skills, and enjoy building relationships with customers, we encourage you to apply for the position of Retention Specialist.

    Job Types: Full-time, Part-time

    Pay: $15.00 per hour

    Expected hours: 25 – 30 per week

    Benefits:

    • Flexible schedule
    • On-the-job training
    • Professional development assistance
    • Work from home

    Experience level:

    • 2 years

    Shift:

    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • Hybrid work
    • Office

    Ability to Relocate:

    • Auburndale, FL 33823: Relocate before starting work (Required)

    Work Location: Hybrid remote in Auburndale, FL 33823

  • Just Posted

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Business Development and Retention Specialist
  • Insurance Company Of Florida.com LLC
  • Wesley, FL FULL_TIME
  • Client Development and Retention Specialist We are looking to bring someone on board, who can help develop our new leads, and preserve our existing clients. Responsibilites: Develop leads, schedule ap...
  • 1 Month Ago

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Customer Retention Specialist
  • PURCOR Pest Solutions
  • Tampa, FL FULL_TIME
  • This is an ONSITE position. Job Description Possess exceptional service and retention skills Respond to customer escalations and cancelation requests via phone and email Partner with Customer Care and...
  • 1 Month Ago

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Fiber Technician
  • Cable Wiring Specialist
  • Lakeland, FL FULL_TIME
  • Cable Wiring Specialist, Inc. (CWSI) provides a large suite of construction and engineering services to the cable and Fiber Optic communications industry. With a large workforce and fleet located thro...
  • 21 Days Ago

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Mammography Technologist - PRN Position
  • Radiology & Imaging Specialist
  • Lakeland, FL OTHER
  • RADIOLOGY AND IMAGING SPECIALISTSJOB DESCRIPTIONJob Title:Mammography TechnologistLocation:All LocationsDivision/Dept.:RIS & LRH IMAGINGReports To:Office SupervisorType of Shift:Full TimeJOB SUMMARY T...
  • Just Posted

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Sub-Contractor Central Florida
  • Cable Wiring Specialist
  • Lakeland, FL CONTRACTOR
  • Cable Wiring Specialist, Inc. (CWSI), where safety meets excellence, provides a vast array of construction and engineering services to the Telecommunications industry. With a large workforce and fleet...
  • 1 Day Ago

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0 Annuities Retention Specialist jobs found in Tampa, FL area

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Customer Service Representative (Tampa, FL)
  • Bunzl Distribution NA
  • Tampa, FL
  • ** Customer Service Representative (Tampa, FL)** **Job Category****:** Telesales & Customer Service **Requisition Number...
  • 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
  • Tampa, 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
  • Tampa, 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
  • Tampa, 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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Customer Retention Specialist (Remote)
  • N&A Enterprises and Solutions
  • Tampa, FL
  • Description: Position Overview: As a Remote Customer Retention Specialist, you will play a crucial role in ensuring the ...
  • 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
  • Tampa, 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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Account Care Representative - Clinical Lab - Tampa, FL
  • Laboratory of Florida LLC
  • Tampa, FL
  • Job Description Job Description As an Account Care Representative for our Medical Laboratory in Tampa, FL, you will play...
  • 4/23/2024 12:00:00 AM

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Call Center Retention Specialist
  • Idiq
  • Tampa, FL
  • IDIQ is an award-winning company looking for smart and motivated people to join our call centers. As an industry leader ...
  • 4/22/2024 12:00:00 AM

Tampa is a major city in, and the county seat of, Hillsborough County, Florida, United States. It is on the west coast of Florida on Tampa Bay, near the Gulf of Mexico, and is the largest city in the Tampa Bay Area. The bay's port is the largest in the state, near downtown's Channel District. Bayshore Boulevard runs along the bay, and is east of the historic Hyde Park neighborhood. Today, Tampa is part of the metropolitan area most commonly referred to as the "Tampa Bay Area". For U.S. Census purposes, Tampa is part of the Tampa-St. Petersburg-Clearwater, Florida Metropolitan Statistical Area....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$53,609 to $71,799
Tampa, Florida area prices
were up 1.1% from a year ago