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Customer Service and Retention Specialist

Robert Kelly-Farmers Insurance Agency

Job Description

Job Description

Join a growing Farmers Insurance Agency as a Customer Service Representative (CSR)! We are seeking a friendly, organized, and customer-focused professional who enjoys helping people and building lasting relationships. In this role, you will assist clients with policy servicing, answer coverage questions, process policy changes, and support our agency's sales and retention efforts.

This is an excellent opportunity for someone who enjoys working with people, has strong communication skills, and is interested in building a career within the insurance industry.

What We Offer

  • Competitive pay plus bonus opportunities

  • Paid training and ongoing professional development

  • Career advancement opportunities within Farmers Insurance

  • Supportive team environment

  • Opportunity to learn the insurance industry and build a long-term career

Ideal Candidate

You are someone who enjoys solving problems, creating positive customer experiences, and building relationships with clients. You take pride in being dependable, professional, and proactive while helping customers protect what matters most.

Apply today and become part of a Farmers Insurance Agency dedicated to protecting customers and helping our community thrive.

Responsibilities

  • Provide outstanding customer service to existing and prospective clients

  • Answer inbound calls, emails, and text messages professionally and promptly

  • Assist clients with billing inquiries, claims questions, and coverage reviews

  • Process endorsements, renewals, cancellations, and reinstatement's

  • Follow up with customers regarding policy renewals and retention opportunities

  • Identify cross-selling opportunities and refer clients to licensed agency producers

  • Maintain accurate client records and documentation within agency systems

  • Assist with claims reporting and provide exceptional support throughout the claims process

  • Schedule appointments and support daily agency operations

  • Meet service and retention goals established by the agency

Requirements

  • Previous customer service, administrative, retail, banking, or insurance experience preferred, but not required

  • Excellent communication and interpersonal skills

  • Strong organizational skills and attention to detail

  • Ability to multitask and prioritize in a fast-paced environment

  • Proficient with computers and common office software

  • Positive attitude and a desire to help others

Benefits

  • Hands on Training
  • Mon-Fri Schedule
  • Career Growth Opportunities
Vacancy posted 20 days ago
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