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Customer Retention Specialist - State Farm Agent Team Member

Keith Browne - State Farm Agent

Benefits: Bonus based on performance Opportunity for advancement Training & development We’re hiring a Customer Service Representative to deliver outstanding service to our policyholders and help drive retention. In this role, you’ll support clients with P&C , Life & Health , and related financial services products—answering questions, helping with policy changes and renewals, and ensuring clients feel confident and taken care of throughout their coverage journey. Responsibilities Provide day-to-day client support for existing policyholders, including answering questions and resolving issues promptly Help manage renewals by monitoring upcoming dates and contacting clients as needed to keep policies active and updated Support policy changes, billing questions, endorsements, certificates, and documentation requests Gather information from clients and coordinate with carriers/internal team members to ensure timely processing Review client account details for accuracy and follow up on missing information Track service activity, renewal status, and open items to ensure nothing falls through the cracks Maintain organized case notes and documentation for each client in a CRM or tracking system Maintain a strong working knowledge of products and compliance requirements Support retention by proactively identifying service opportunities and ensuring clients have what they need Request and encourage customers to leave Google reviews , and respond appropriately to review feedback when needed Identify opportunities for clients to take advantage of bundle discounts and help them understand available options (e.g., combining auto/home, or adding Life & Health where applicable) Qualifications Insurance experience preferred (P&C and/or Life & Health) Strong communication skills and a friendly, patient, service-first attitude Ability to work independently while coordinating with carriers and teammates Organized, dependable, and able to manage multiple client requests at once #J-18808-Ljbffr Keith Browne - State Farm Agent

Vacancy posted 1 day ago
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