Customer Retention Specialist - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Opportunity for advancement
• Training & development
• Bonus based on performance
• Flexible schedule

ROLE DESCRIPTION:
Nanette Mcclelland-Miller - State Farm Agent is seeking a friendly, organized Customer Retention Specialist to help new customers feel welcomed, supported, and connected to our agency.

Your primary focus will be guiding customers through our onboarding process and scheduling a meeting with the team member who wrote their policies. These conversations help strengthen relationships, answer questions, and give our licensed team opportunities to uncover additional insurance needs.

This part-time role is a great fit for someone who enjoys connecting with people and providing thoughtful, consistent follow-up.

RESPONSIBILITIES:

• Call new customers to welcome them to our agency and explain what to expect.
• Complete a series of planned outreach and follow-up touches throughout the onboarding process.
• Schedule new customer meetings within 45 days with the team member who wrote their policies.
• Coordinate appointments, send reminders, and follow up to help customers complete their onboarding meetings.
• Identify questions or concerns and connect customers with the appropriate team member.
• Maintain accurate records of customer outreach, appointments, and onboarding progress.
• Support customer retention by providing a welcoming, attentive experience from the start.

QUALIFICATIONS:

• Strong communication skills and a warm, professional phone presence.
• Organized and detail-oriented, with dependable follow-through.
• Comfortable making outbound calls and scheduling appointments.
• Customer-focused mindset and a willingness to learn.
• Ability to manage multiple follow-ups and work toward onboarding goals.

SCHEDULE & COMPENSATION:

• Part-time: approximately 2–3 hours per day, 4 days per week - about 8-12 hours weekly.
• $18–$20 per hour, plus performance incentives.