Annuity Services Director jobs in Jacksonville, FL

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Director of Client Services
  • RIGHT PATH BEHAVIORAL HEALTH SERVICES COMPANY
  • Jacksonville, FL FULL_TIME
  • Position Overview

    This position performs a variety of duties both customer service driven and clerical in nature. As a Director of Client Services, the position will be initial contact with clients and referral sources. This employee must have the ability to communicate with clients and various medical staff in a courteous and efficient manner. The Director of Client Services will provide effective and efficient communication of active referral information to Program Director.

    Essential Functions

    • Answer and screen all inquiry calls. Follows-up on inquiry calls to schedule potential Intakes.
    • Maintain contact and update all referral sources
    • Collects clinical data to facilitate admission process
    • Create and distribute intake reports as needed.
    • Ensures that admission forms are signed correctly and are placed in the medical record.
    • Develop and maintain a positive work climate and support the overall mission of the agency
    • Respect the dignity and confidentiality of patients.
    • Adhere to Right Path Behavioral Health Services policy on dress code, including the wearing of the identification badge.
    • All paperwork is documented according to agency policy and procedures.
    • Follows up on any pending referrals until complete and scheduled.
    • The Intake Coordinator is responsible for the receipt /input /review /completion of all referrals.
    • Does initial assignment of evaluation visits.
    • Contacts patient/family to notify of services that will be provided.
    • Verifies patient/family meets insurance requirements for services.
    • Receive and review correspondence via secure email, fax and website to complete intake process.
    • Ensures adherence of patient confidentiality and HIPAA compliance on all documentation and maintains secure recordkeeping.
    • Treat all contacts and fellow employees with courtesy, dignity and respect, demonstrating cultural sensitivity and competency
    • Complies with policies and procedure governing the company
    • Maintains the highest level of staff and company confidentiality
    • Exemplifies a team concept
    • Regular and reliable attendance
    • Performs other duties as assigned by Program Director
    • Completion of intake assessments of approximately 5 to 7 per week.

    Job Qualification Requirements

    Knowledge/Experience:

    * Master’s Degree in counseling, psychology, behavioral science or equivalent field of study

    * Licensed by the State of Florida

    * 3 years of Management experience

    * Must pass a criminal background check

    License/ Certification :

    * State Licensure in Mental Health or Social Work

    Job Type: Full-time

    Pay: $60,000.00 - $70,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Health insurance
    • Life insurance
    • Paid time off
    • Referral program
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Application Question(s):

    • Preferred Email:

    Education:

    • Master's (Required)

    Experience:

    • mental health: 1 year (Required)

    License/Certification:

    • Licensed Mental Health Counselor/LCSW (Required)

    Ability to Relocate:

    • Jacksonville, FL: Relocate before starting work (Required)

    Work Location: Multiple locations

  • 16 Days Ago

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Director Supply Chain Services
  • UF Health Shands Hospital
  • Jacksonville, FL FULL_TIME
  • Job Opening Summary The Director will insure that patients, departments and other cumstomers will be furnished with all needed supplies and equipments in a timely and cost effective manner. The Direct...
  • 21 Days Ago

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Director of Social Services
  • Diocese of St. Augustine
  • Jacksonville, FL FULL_TIME
  • The Catholic Charities Jacksonville Regional Office is seeking a full-time, exempt Director of Social Services. This position is located in Jacksonville, FL. This is a full-time, exempt position with ...
  • 21 Days Ago

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Social Services Director
  • Avante at Jacksonville Beach
  • Jacksonville, FL FULL_TIME
  • Avante Villa at Jacksonville Beach is seeking a Social Services Director to act as a liaison and representative of the residents' social interests and to plan, organize, develop and direct the overall...
  • 22 Days Ago

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Social Services Director
  • Middleburg Rehabilitation and Nursing Center
  • Middleburg, FL FULL_TIME
  • Reports to: Administrator OVERVIEW: The social worker will work with residents in the nursing home by identifying their psychosocial, mental and emotional needs along with providing, developing, and/o...
  • Just Posted

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Social Services Director
  • Premier Healthcare LLC
  • Jacksonville, FL FULL_TIME
  • The Social Services Director is an integral part the care team that helps change the lives of our patients and residents each day. As a Social Services Director you are responsible for providing care ...
  • 1 Day Ago

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0 Annuity Services Director jobs found in Jacksonville, FL area

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Research Director
  • News 4 Jax
  • Jacksonville, FL
  • Graham Media Group Jacksonville (WJXT, Independent and WCWJ, CW Affiliate) is seeking a data-driven Research Director to...
  • 3/28/2024 12:00:00 AM

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Music Director
  • Ladgov Corporation
  • Jacksonville, FL
  • Job Title: Music Director Location: Kings Bay , GA 31547 Duties: Musical direction for both Protestant and Roman Catholi...
  • 3/28/2024 12:00:00 AM

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District Director
  • LifeSouth Community Blood Centers
  • Jacksonville, FL
  • Apply Job Type Full-time Description Are you looking to make a difference in your community and help save lives? Seeking...
  • 3/27/2024 12:00:00 AM

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Director, IT Security & Development
  • Interactive Resources - iR
  • Jacksonville, FL
  • Jacksonville, Full-time in office (this is not a hybrid or remote position) Job Summary Our esteemed client is seeking a...
  • 3/25/2024 12:00:00 AM

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Director of Radiology
  • Ascension
  • Jacksonville, FL
  • Details Department: Radiology Schedule: Full-Time, Days M-F 8AM-5PM Hospital: Ascension St. Vincent's Riverside Hospital...
  • 3/25/2024 12:00:00 AM

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Director of Operations
  • Carports Anywhere
  • Starke, FL
  • Job Description Job Description Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Su...
  • 3/24/2024 12:00:00 AM

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Regional Operations Director
  • IVX Health
  • Jacksonville, FL
  • Job Details Level Management Job Location Mandarin - Jacksonville, FL Position Type Full Time Education Level Bachelor's...
  • 3/24/2024 12:00:00 AM

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Director of Radiology
  • Ascension
  • Jacksonville, FL
  • Details Department: Radiology Schedule: Full-Time, Days M-F 8AM-5PM Hospital: Ascension St. Vincent's Riverside Hospital...
  • 3/6/2024 12:00:00 AM

Jacksonville is the most populous city in Florida, the most populous city in the southeastern United States and the largest city by area in the contiguous United States. It is the seat of Duval County, with which the city government consolidated in 1968. Consolidation gave Jacksonville its great size and placed most of its metropolitan population within the city limits. As of 2017 Jacksonville's population was estimated to be 892,062. The Jacksonville metropolitan area has a population of 1,523,615 and is the fourth largest in Florida. Jacksonville is centered on the banks of the St. Johns ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$129,340 to $174,704
Jacksonville, Florida area prices
were up 1.5% from a year ago

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