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Alternate job titles: Customer Support Supervisor Annuity Policies

Oversees a staff of annuities customer service representatives and ensures annuity customers are satisfied and inquiries are handled in a timely manner. Responsible for training customer service representatives, and assists with the development and implementation of customer service operations and policies. Has thorough knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Typically reports to a manager or head of a unit/department. Supervises a small group of para-professional staff in an organization c more...



Alternate job titles: Customer Support Annuity Policies

Processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Typically reports to a supervisor or manager. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 years of related experience. more...


Alternate job titles: Business Development Team Leader - Annuities

Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Super more...


Alternate job titles: Annuity Services Director | Customer Support Director Annuity Policies

The Customer Satisfaction Director - Annuities provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Directs and oversees all aspects of the annuity customer service program. Being a Customer Satisfaction Director - Annuities requires a bachelor's degree. 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. In addition, Custome more...



Alternate job titles: Customer Satisfaction and Retention Specialist- Annuities | Retention Specialist - Annuity Policies

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. 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. Requires a bachelor's degree. Typically reports to a manager. Contributes to moderately complex a more...


Alternate job titles: Annuities Retention Specialist | Retention Specialist - Annuity Policies

The Customer Satisfaction and Retention Specialist- Annuities provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Coordinates with service representatives and clients to assist with retaining the client's annuity business. Being a Customer Satisfaction and Retention Specialist- Annuities makes recommendations to product line management to improve service and design of products that encourage client retention. Reviews surrender requests and contacts clients to re-engage and identify oppor more...



Alternate job titles: Customer Care Supervisor | Customer Service and Support Supervisor | Non-Technical Customer Service Supervisor

Supervises a staff of customer service representatives that respond to requests from customers by phone or e-mail and manages the daily work load to ensure required service volume and quality levels are attained. Trains and coaches staff in standard policies, procedures, and best practices. Identifies opportunities for operational improvements and implements solutions. May monitor staff performance and have responsibility for hiring and performance appraisal. Typically requires a bachelor's degree. Typically reports to a manager. Supervises a small group of para-professional staff in an organi more...


Alternate job titles: Customer Care Supervisor | Non-Technical Customer Service Supervisor

The Customer Service and Support Supervisor trains and coaches staff in standard policies, procedures, and best practices. Supervises a staff of customer service representatives that respond to requests from customers by phone or e-mail and manages the daily work load to ensure required service volume and quality levels are attained. Being a Customer Service and Support Supervisor may monitor staff performance and have responsibility for hiring and performance appraisal. Identifies opportunities for operational improvements and implements solutions. In addition, Customer Service and Support Su more...


Alternate job titles: Customer Retention Supervisor | At Risk Customer Support Supervisor

The Customer Service/Retention Supervisor addresses complaints with the goal of increasing satisfaction and securing renewals or saves. Supervises a staff of customer service representatives that process orders, prepare correspondence, and fulfill needs of existing customers that are at risk of cancelling services or orders. Being a Customer Service/Retention Supervisor may require a bachelor's degree in area of specialty. Offers discounts or special deals as needed and within pre-established limits. In addition, Customer Service/Retention Supervisor typically reports to a supervisor or manage more...



Alternate job titles: Annuities Supervisor (New Business)

The Business Development Team Leader - Annuities ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Being a Business Development Team Leader - Annuities may be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by s more...


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