Customer Retention Specialist - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Opportunity for advancement
• Paid time off
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary

Customer Growth Specialist – Insurance Agency Nathan Baker State Farm – Huber Heights, OH
Full-Time | Customer Service + Account Development + Inside Sales

We’re looking for a motivated, personable Customer Growth Specialist to join our team.

This is not a traditional customer service position.

Yes, you’ll help customers with billing questions, policy changes, account updates, and everyday insurance needs. But we’re looking for someone who can do more than simply handle the request in front of them.

Our goal is simple:

Solve the problem. Review the account. Identify opportunities. Take action.

What You'll Do

Your role will be a combination of customer care, account development, retention, and inside sales.

Customer Care & Service

• Help customers with billing, policy changes, account questions, and general insurance needs
• Handle incoming phone calls, texts, and emails
• Assist with underwriting requests and account follow-up
• Help customers navigate claims questions and connect them with the right resources
• Provide a friendly, professional customer experience

Account Development & Inside Sales

• Review existing customer accounts for missing coverage and opportunities
• Quote additional insurance products for current customers
• Follow up with customers and prospects
• Help turn incoming customer conversations into sales opportunities
• Schedule insurance and account reviews
• Work alongside our sales team to grow customer relationships

Retention & Proactive Outreach

• Contact customers regarding account changes and potential concerns
• Help prevent cancellations and improve customer retention
• Follow up on pending applications, documents, and account needs
• Proactively reach out to customers instead of simply waiting for the phone to ring

Who We Are Looking For

You may be a great fit if you:

• Genuinely enjoy talking with people
• Are comfortable having sales conversations
• Can handle several priorities without becoming overwhelmed
• Take ownership of problems and follow through
• Notice opportunities others might miss
• Are confident on the phone
• Are organized and detail-oriented
• Work well as part of a team
• Want a position where your performance can increase your income
• Are interested in developing a career rather than simply finding another job

Insurance experience is helpful, but the right personality, work ethic, and willingness to learn are more important to us.

Compensation & Growth

Competitive base pay + performance-based incentives

Your compensation can grow as you become licensed, develop your insurance knowledge, identify opportunities, and produce results.

There is also room for advancement into additional sales, account management, and leadership responsibilities.

Licensing

An Ohio Property & Casualty insurance license will be required for this position. Candidates who are not currently licensed may still be considered if they are willing and able to obtain the necessary licensing.

About Our Agency

Nathan Baker State Farm is an established insurance agency serving Huber Heights and the surrounding communities. We believe great customer service and agency growth should work together—not compete with each other.

We're looking for someone who wants to become an important part of our team, build relationships with customers, develop professionally, and help us grow.

If you're someone who likes helping people, solving problems, and finding opportunities, we'd like to meet you.

Apply today and tell us a little about yourself and why this type of role interests you.