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Customer Retention Specialist - State Farm Agent Team Member

Tim Tran - State Farm Agent

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Free uniforms
  • Opportunity for advancement
  • Paid time off
  • Training & development
Job Title: Customer Retention Specialist

Two Locations available

6530 Central Ave- St Pete
9750 Seminole Blvd- Seminole

About Us:
Our agency is dedicated to providing exceptional service and support to our valued customers. We believe that strong relationships are the foundation of our success, and we are looking for a motivated Customer Retention Specialist to help us maintain and grow these relationships.

Position Overview:
As a Customer Retention Specialist, you will play a key role in ensuring our customers feel valued and supported throughout their journey with us. You will be responsible for proactive outreach, responding to inquiries, and providing behind-the-scenes service to enhance customer satisfaction and retention.

Key Responsibilities:

  • Make personalized birthday calls to customers to strengthen relationships and enhance customer experience.
  • Set appointments for policy reviews to ensure customers are up-to-date with their coverage and options.
  • Review customer changes by managing service tasks accurately and efficiently.
  • Conduct thank you calls for new business onboarding to welcome and engage new customers.
  • Respond promptly and professionally to customer text messages.
  • Check and respond to voicemails in a timely manner.
  • Perform behind-the-scenes service work to support customer accounts and improve service delivery.
Qualifications:

  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficient with phone, text, and email communication.
  • Experience in customer service, retention, or insurance-related roles is a plus.
  • Positive attitude and a customer-first mindset.
  • Knowledge of Microsoft Office 
Why Join Us?

  • Opportunity to make a direct impact on customer satisfaction and retention.
  • Supportive and collaborative team environment.
Vacancy posted 2 days ago
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