Customer Retention Specialist - State Farm Agent Team Member

Job Description

Job Description

You May Be a Great Fit as a Customer Retention Specialist at {{ account.name }} if: 

• You’re the person people call first when life goes sideways - calm, steady, and ready to help.
• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
• You’re a natural relationship-builder who earns trust quickly and keeps it.
• You listen first, then guide , making customers feel understood while confidently recommending solutions.
• You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.

Location Address: {{ job.street }} {{ job.city }}, {{ job.state }} {{ job.zip }}

At {{ account.name }}, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us .

Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on customer interaction, policy renewals, and relationship maintenance.

Responsibilities

• Communicate and service existing customers regarding renewals, coverage options, and coverage changes.
• Review accounts and assist with updates or changes as needed.
• Identify opportunities to enhance customer satisfaction and engagement.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives.
• Own licensed service execution.
• 48-hour Service Level Agreement
• Underwriting follow-up same day
• Need-based product identification and household expansion.
• Protect retention.

Qualifications

• Must be willing and able to obtain Property & Casualty and Life & Health Insurance License in state of residence
• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in customer service or account management preferred.
• Property & Casualty only = $37,000 base
• Property & Casualty and Life & Health = $40,000 base

Salary

• Property & Casualty only = $37,000 base
• Property & Casualty and Life & Health = $40,000 base
• Position also includes benefits package, including health and dental insurance contribution, PTO, and performance bonus. Total compensation potential is $50,000+