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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: Annuities Retention Specialist | Customer Satisfaction and Retention Specialist- Annuities

The Retention Specialist - Annuity Policies 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 Retention Specialist - Annuity Policies 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 opportunities for additional sales. In ad more...


Alternate job titles: Business Development Representative -Annuities

Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requi 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: 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: Annuities Representative (New Business)

The Business Development Representative -Annuities assists applicants and checks forms for completeness and accuracy. Responsible for the annuities application process. Being a Business Development Representative -Annuities reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. In addition, Business Development Representative -Annuities is responsible for responding to inquiries from more...


Alternate job titles: Annuities Director (New Business) | New Business Director - Annuities

The Director Business Development -Annuities reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Directs the development of new accounts and business relationships through sales, marketing, and referrals. Being a Director Business Development -Annuities is responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Stays abreast of any changes to laws and regulations which affect the activities of the business. In addition, Direct more...



Alternate job titles: Annuities Director (New Business) | Director Business Development -Annuities

The New Business Director - Annuities reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Directs the development of new accounts and business relationships through sales, marketing, and referrals. Being a New Business Director - Annuities is responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Stays abreast of any changes to laws and regulations which affect the activities of the business. In addition, New Business Directo more...


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