Annuities Retention Specialist jobs in Indiana

Description

Summary

Provide accurate and timely technical information, advice, and assistance regarding the organization's product and services.

Respond to inquiries from clients; understand their technical questions, assess their needs, and suggests or promote solutions that may include alternative products or services.

Undertake research and develop proposal to new solutions to solve technical problems and follow-up on the status of outstanding issues.

Use databases or other computerized systems to maintain up-to-date documentation.

Duties

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs

Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain / grow relationships

Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio

Interprets competitor statements / quotes and performs rate analysis. Negotiates directly with clients using consultative conversation to retain account and maximize revenue potential

Responds quickly and effectively to all requests for account review, rate analysis, product information, account terminations, etc.

whether from internal or external customers

Stays current on Heartland products, services and important industry changes in order to assign appropriate solutions to client requests

Identifies product offerings for existing clients

Places proactive outreach to newly assigned accounts to establish a relationship

Answers inbound calls from merchants and resolves inquiry.

Manages and resolves client complaints, providing excellent service and follow-up

Ensures alignment with sales or service teams to ensure merchant satisfaction

Identifies triggers for attrition and can represent the current status of attrition in the defined portfolio to leadership.

Recommends solutions to clients, teammates and leadership

Maintains compliance standards for Salesforce records and detailed documentation of client status and interactions

Display a commitment to receive necessary coaching for continuous improvement and team development

Job Requirements

Education / Certification

Bachelor’s degree in business or a related field, or equivalent operational, retention, or account management experience

Experience Required

At least 3 years related operational, retention, or account management experience

Has experience meeting sales goals with defined metrics and a proven track record of success.

Management experiences a plus

Skills / Abilities :

Highly effective interpersonal, relationship management, and both verbal and written communication skills

Strong business, analytics and technical aptitude

Above average execution of consultative selling techniques and negotiation

Critical thinking and problem solving

Account management skills with proven ability to build and manage internal and external relationships

Excellent organizational and time management skills in a high energy environment to manage multiple priorities

Displays empathy, adaptability, and a mindset of continuous improvement Willingness to work independently or collaborate with a team

Diversity and EEO Statements

Heartland is an organization that stands against racism, intolerance and injustice in all its forms one that respects, honors and celebrates the diversity of our team members and the differences among us.

Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.

Heartland is an equal opportunity employer.

Those applicants requiring reasonable accommodation to the application and / or interview process should notify a representative of the Human Resources Department.

LI-Onsite

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Last updated : 2024-05-21