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)
Customer Retention Specialist
BCforward is currently seeking a highly motivated Customer Retention Specialist in Folsom, CA / Remote
Position Title : Customer Retention Specialist
Location : Folsom, CA 95630 / Remote
Anticipated Start Date : 05 / 13
Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration : 6 month(s)
Job Type : Contract
Pay Range : $20-$23
Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.
g., benefits, paid time off, per diem, etc.).
Job Description :
We are looking for a 6 month contract Retention Specialist for SketchUp is responsible for the retention efforts to increase customer loyalty and retain customers.
In this proactive role, you will use active listening skills to understand customer needs and concerns along with any blockers preventing customers from renewing.
This position will be responsible for handling calls related to customers discontinuing their services with SketchUp and identifying the root cause for dissatisfaction.
The Retention Specialist will work to identify opportunities to win back customers as they go through the customer lifecycle with our product.
The Retention specialist will gather information from our customers and report to stakeholders on customer trends that can improve organizational retention efforts.
Using problem-solving, they will be responsible for developing and suggesting solutions or incentives that will increase customer retention. This is remote position.
Responsibilities
Required Skills and Experience :
Education :
Associates degree or equivalent 5 years of practical experience
Benefits :
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
About BCforward :
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world.
Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years.
Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.
BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum.
As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information.
BCforward will only use this information to complete the recruitment process.
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States.
The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position.
Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.
Interested candidates please send resume in Word format Please reference job code 221943 when responding to this ad.
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Job Snapshot
Employee Type
Contractor
Location
Folsom, CA (Onsite)
Job Type
Customer Service
Experience
Not Specified
Date Posted
04 / 30 / 2024
Last updated : 2024-05-02