Customer Retention Specialist - State Farm Agent Team Member

Customer Retention Specialist - State Farm Agent Team Member

Position Overview

John Hadley State Farm is adding a Customer Retention Specialist in San Marcos, California to help existing customers with policy questions, billing, claims follow-up, and coverage updates. This is a steady, customer-facing office role for someone organized, patient, and comfortable handling phone-based service. Candidates who are fluent or proficient in Spanish and English are encouraged to apply.

Responsibilities

• Proactively reach out for policy reviews and renewals to retain customers
• Handle policy questions, billing inquiries, and coverage changes accurately
• Serve Spanish- and English-speaking customers clearly and accurately
• Resolve service issues with patience and professionalism
• Identify coverage gaps and service needs during reviews
• Follow up consistently to support customer loyalty and retention
• Maintain accurate customer records in the agency system

Qualifications

• No prior insurance experience required
• Fluent or proficient in Spanish and English
• Excellent listening, empathy, and problem-solving skills
• Organized and detail-oriented with strong follow-through
• Willingness to obtain the required Property and Casualty license
• Positive, professional, customer-first attitude

Benefits

• Base salary plus performance-based commission
• 401(k) retirement plan with employer match
• Health insurance stipend
• Paid time off (vacation, sick, and personal days)
• Paid company holidays
• Clear career advancement paths

Pay range: $46,000-$55,000 per year

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Qualifications to be employees of a State Farm agent are established by each independent contractor agent. By applying/accepting a position with an independent contractor agent, you are not promised, guaranteed, or given a special preference in the selection process to become an independent contractor agent for the State Farm Insurance Companies. 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. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.