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Customer Retention Specialist - State Farm Agent Team Member

Aaron Achenbach - State Farm Agent

Job Description

Job Description

Benefits:

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Tuition assistance
You May Be a Great Fit as a Customer Retention Specialist at Aaron Achenbach - State Farm Agent if: 
  • You’re the person people call first when life goes sideways - calm, steady, and ready to help.
  • You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
  • You’re a natural relationship-builder who earns trust quickly and keeps it.
  • You listen first, then guide , making customers feel understood while confidently recommending solutions.
  • You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.
Location Address: 6924 University Ave Middleton, WI 53562 

At Aaron Achenbach - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us .

Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance.

Responsibilities
  • Communicate with existing customers regarding renewals and coverage options.
  • Review accounts and assist with updates or changes as needed.
  • Identify opportunities to enhance customer satisfaction and engagement.
  • Maintain accurate records and documentation of interactions.
  • Collaborate with team members to meet retention and outreach objectives.
Qualifications
  • Strong interpersonal and problem-solving abilities.
  • Effective communication and listening skills.
  • Detail-oriented with a focus on customer experience.
  • Previous experience in customer service or account management preferred.
  • Must be able to obtain applicable state insurance licenses.

Vacancy posted 5 days ago
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