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)
Mercy College of Ohio
SUMMARY:
Director of Retention & Success Strategies: Under the supervision of the Assistant Dean of Student Success, the selected candidate will be responsible for coordinating the College's retention and completion initiatives for both the Toledo campus and Youngstown location through collaboration with all departments within the College. This includes but is not limited to, the following: maintaining an Early Alert System, developing, and monitoring Academic Success Plans, and predictive analysis for at-risk students. The Director of Retention and Success Strategies also assists with enrollment management through collaboration with the Academic Advisors and outreach efforts to ensure students are retained.
ESSENTIAL JOB FUNCTIONS:
*This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties as required by their supervisor, subject to reasonable accommodation.
EMPLOYMENT QUALIFICATIONS :
Required Minimum Education:
4 year/Bachelor’s degree
Higher Education related
Preferred Education:
Graduate/Master’s Degree
Higher Education related
MINIMUM YEARS/TYPE OF EXPERIENCE:
Other Knowledge, Skills and Abilities Required:
Ability to communicate with multiple constituencies, high level of interpersonal skills with the ability to build relationships both on and off-campus.
Other Knowledge, Skills and Abilities Preferred:
Strong organizational skills, and high level of motivation and self-starter. Ability to work across disciplines - student affairs, academic affairs, etc.
Many of our opportunities reward* your hard work with:All applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, or protected veteran status, and will not be discriminated against on the basis of disability. If you'd like to view a copy of the affirmative action plan or policy statement for Mercy Health – Youngstown, Ohio or Bon Secours – Franklin, Virginia; Petersburg, Virginia; and Emporia, Virginia, which are Affirmative Action and Equal Opportunity Employers, please email recruitment@mercy.com. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact The Talent Acquisition Team at recruitment@mercy.com
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