Customer Retention Specialist - State Farm Agent Team Member

Sales Support Assistant - Customer RetentionState Farm Insurance & Financial Services OfficeLocation: Tulsa, OK 74145Compensation: Base Pay + Commission & Bonus ParticipationEmployment Type: Full-TimePosition Overview: We are looking for a highly organized, detail-oriented Sales Support Representative to become the operational backbone of our insurance and financial services team. This role exists for one primary purpose: help our sales producers sell more by removing administrative work from their plate.You will support our Insurance and Financial Services Representatives by handling service requests, policy changes, application processing, follow-up tasks, miscellaneous quotes, documentation, and other administrative responsibilities that allow our producers to spend more time generating revenue and building client relationships. In return, you will participate in the success you help create through a compensation structure that includes both base pay and performance-based commission and bonus sharing.What You'll Do:Process policy changes and service requestsPrepare and submit insurance applicationsAssist with life insurance and financial services paperworkHandle underwriting follow-up requirementsGenerate miscellaneous insurance quotesReview applications for completeness and accuracyTrack pending business and outstanding requirementsAssist with client onboarding and policy implementationCoordinate with carriers and internal team membersMaintain accurate CRM and customer recordsSupport agency marketing and retention initiatives as neededTeam Support:Keep producers organized and moving efficientlyHelp identify bottlenecks in the sales processFollow up on outstanding customer needsEnsure a smooth handoff between sales and serviceAct as a problem solver for operational challengesWhat Success Looks Like: The ideal candidate understands that their job is not simply to complete tasks—it is to help the entire sales team produce more business. Success in this role means:Producers spend more time sellingCustomers receive faster serviceApplications move through underwriting efficientlyFollow-up tasks don't fall through the cracksThe agency grows because operations are running smoothlyQualifications Required:Strong organizational skillsStrong interpersonal and problem-solving abilitiesEffective communication and listening skillsDetail-oriented with a focus on customer experiencePrevious experience in customer service or account management preferredMust be able to obtain applicable state insurance licensesAbility to manage multiple priorities simultaneouslyProfessional written and verbal communicationStrong computer and technology skillsPositive, team-first attitudeAbility to work independently and solve problemsPreferred:Insurance industry experienceCustomer service experienceAdministrative or operations experienceExperience with CRM systemsState Farm experience is a plus, but not requiredLocation Address: Tulsa, OK 74145 Compensation $15.00 - $25.00 per hour