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)
As a Retention Specialist , you will play a crucial role in maintaining strong relationships with our existing clients and ensuring their continued satisfaction with our insurance products and services.
You will be responsible for managing client accounts, conducting insurance reviews, cross-selling policies, and implementing strategies to enhance customer retention.
We are one of the largest Allstate offices in Oregon, so the ability to handle a large call volume and task prioritization is a must.
Key Responsibilities :
Qualifications :
Good Work. Good Life. Good Hands®
The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better.
That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry.
You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.
Everything we do at Allstate is driven by a shared purpose : to protect people from life's uncertainties so they can realize their hopes and dreams.
We are the Good Hands. We don't follow the trends. We set them.
The Sales Professional opportunity is not an employment opportunity directly with Allstate Insurance Company, but employment as a staff with Allstate Exclusive Agents who are independent contractors. 2021 Allstate Insurance Co.
The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors.
2021 Allstate Insurance Co.
Last updated : 2024-06-04