Customer Retention Specialist - State Farm Agent Team Member

Job DescriptionJob DescriptionBenefits: Health insurancePaid time offParental leave401(k)401(k) matchingBonus based on performanceCompetitive salaryDental insurance Client Relationship Consultant – Customer Service & Insurance Sales Full-Time | Cal Kiburz State Farm We are looking for a motivated, outgoing, and relationship-focused Client Relationship Consultant to join our team. This position is ideal for someone who enjoys connecting with people, uncovering customer needs, and recommending products and services that provide meaningful value. The Client Relationship Consultant plays an important role in both growing our business and taking care of our existing customers. You will build relationships with current customers, service existing policies, conduct needs-based conversations, identify sales opportunities, and help customers select insurance products that fit their individual needs. What You’ll Do Build strong relationships with current and prospective customersConduct conversations to understand customers' needs and identify opportunities for additional products and servicesPresent and explain insurance products in a clear, confident, and customer-focused mannerGenerate quotes, follow up with prospects, and ask for the businessMeet established individual and team sales goalsProactively contact customers to uncover new sales opportunitiesCross-sell appropriate products to existing customers based on their needsFollow up consistently on leads, quotes, and sales opportunitiesAnswer incoming customer calls and provide a warm, friendly, and professional experienceAssist existing customers with policy questions, changes, and other service needsMaintain accurate documentation of customer interactions and sales activityManage multiple priorities while maintaining strong attention to detailWork collaboratively with the entire team to achieve agency goalsWhat We’re Looking For Our ideal candidate: Enjoys selling and is motivated by achieving goals and producing resultsIs comfortable initiating conversations and asking customers for their businessHas the ability to recognize sales opportunities during everyday customer interactionsIs warm, friendly, confident, and able to build rapport quicklyHas strong communication and listening skillsIs comfortable making outbound calls and following up with prospective and existing customersIs persistent and willing to follow up without being overly aggressiveCan confidently explain products and make recommendations based on customer needsIs self-motivated and takes ownership of their resultsWorks well with others and contributes to a positive, team-oriented environmentCan multitask, prioritize responsibilities, and stay organized in a fast-paced workplaceIs dependable, professional, coachable, and willing to learnLicensing Requirement Candidates must currently hold, or be willing and able to obtain, the insurance license(s) required for the position within the timeframe established by the agency. Candidates who are not currently licensed must be willing to complete the necessary coursework, study for, and successfully pass the applicable licensing examination(s). Previous insurance experience is helpful but not required. We are willing to work with the right candidate who demonstrates strong sales potential, a willingness to learn, and a commitment to obtaining the required licensing. What Success Looks Like Success in this role means more than providing excellent customer service. We are looking for someone who will actively contribute to the growth of the agency by developing relationships, uncovering needs, recommending appropriate products, following up on opportunities, and consistently working toward sales goals. The right person will balance sales with excellent customer care—making sure customers feel valued and understood while confidently helping them make decisions about the products and coverage that meet their needs. If you are competitive, goal-oriented, enjoy working with people, and get satisfaction from turning conversations into opportunities, we would love to hear from you.