Customer Retention Specialist - State Farm Agent Team Member
Pete Mathison - State Farm Agent
Customer Retention Specialist Insurance Sales & Service
Are you driven to help others while also delivering results? As a Customer Retention Specialist in our growing insurance agency, you'll be a trusted resource clients rely on for guidance, support, and protection. This role blends relationship-focused service with meaningful sales opportunitiescreating a dynamic, well-rounded career path in a high-demand industry. From answering coverage questions to identifying opportunities that strengthen protection, your work will build customer confidence, deepen relationships, and directly contribute to agency growth. If you're dependable, positive, and motivated to make an impact, we want to hear from you.
Key Responsibilities
- Deliver exceptional service through phone, email, and in-person interactions
- Assist clients with billing inquiries, coverage updates, and claims follow-up
- Identify needs and recommend insurance solutions that enhance customer protection
- Build strong rapport to foster trust, satisfaction, and long-term loyalty
- Drive retention through proactive renewals, policy reviews, and consistent follow-up
- Collaborate with team members to ensure a seamless, high-quality customer experience
What We're Looking For
- Strong communication, organization, and problem-solving skills
- Customer service and/or sales experience preferred (but not required)
- Comfort engaging in consultative, solution-oriented sales conversations
- A calm, positive, and resourceful approach in a fast-paced environment
- Willingness to obtain required insurance licensestraining and support provided
What We Offer
- Competitive base pay with commission and performance-based bonuses
- Comprehensive training, onboarding, and ongoing mentorship
- Clear pathways for career growth and advancement
- A collaborative, team-driven culture focused on success and development
Ready to build a career where service and sales go hand-in-hand? Apply today and join a team that values relationships, rewards performance, and invests in your future.
Equal Opportunity Employer
Pete Mathison State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Compensation: $50,000.00 - $70,000.00 per year
Do you want a career and not just a job?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- Our office is located in New Hyde Park, NY.
- I am a second generation State Farm agent.
- We currently have 8 team members at our agency.
- We have 140 years of combined insurance experience in our office.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Golden Triangle
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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