Customer Retention Specialist - State Farm Agent Team Member

Jim Tom - State Farm Agent
  • Chicago, IL
  • Full-time
1 day ago

Job Description

You May Be a Great Fit as a Customer Retention Specialist at Jim Tom - State Farm Agent 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: – (North Center) Chicago 60618 ---   IN-OFFICE/IN-PERSON POSITION
Commute:  Short commute preferred of any candidate - Please do NOT apply unless you'd be comfortable commuting to our office on a daily basis!
Office Hours:Mon–Fri, 9:00 AM–5:00 PM (No evenings, no weekends)

Unlike many other insurance job postings you may see online, this is NOT a sales-only position. We're seeking a dependable, coachable, self-motivated individual with a positive attitude and strong work ethic who enjoys both Customer Service, Retention and Sales.  Responsibilities include providing excellent customer service, assisting existing policyholders, focusing on customer retention, identifying coverage gaps and cross-selling opportunities, generating new business, and building lasting customer relationships.


What You’ll Do:
️ Help Current Policyholders
  • Handle customer service inquiries with accuracy and care
  • Address gaps during conversations by asking relevant questions
  • Offer/maximize discounts when available (where permitted)
  • Help customers upgrade coverage to protect what matters
  • Pivot to additional products when appropriate
️Help New Prospects
Handle new leads from:
  • referrals, call-ins / walk-ins, social media, internet leads, StateFarm.com leads and other sources
️ Our Service Philosophy:   We don’t do “one-and-done.” We follow:   TAKE CARE LOOK ASK HELP PIVOT CLOSE
       Take Care + 1:
you’ll help with what they need and find at least one additional appropriate way we can help—without pressure.


️Who You Are
  • Friendly, professional, and good at communicating
  • Comfortable asking questions and reviewing policies
  • Motivated to succeed and enjoy helping people
  • Reliable in regard to attendance
  • Energetic with Strong Work Ethics
  • Property & Casualty licenses required (Life/Health is a plus)
  • State Farm agency experience highly preferred
Benefits:
  • Base pay (doe)*
  • Incentive bonus pay based on performance*
  • Profit-sharing retirement plan
  • Health prem allowance
  • Professional in-office environment
  • Ongoing training and career development opportunities
  • Insurance licenses fees reimbursed after 3 mths, if unlicensed

Insurance Licenses:  Property & Casualty (P&C) license REQUIRED - Life & Health license preferredIf not licensed, candidate must get insurance licensed asap.


Note: This position is with a State Farm independent contractor insurance agent, not with State Farm Insurance Companies. Employees of State Farm agents must successfully complete applicable licensing requirements and training programs.

Numbers & Facts

LocationChicago, IL
Job TypeFull-time

Skills

  • Communication Skillsunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Retention/Renewalunmatched
  • Customer Support/Serviceunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • Philosophyunmatched
  • Problem Solving Skillsunmatched
  • Property and Casualty Insuranceunmatched
  • Resolve Customer Issuesunmatched
  • Retirement Planunmatched
  • Social Mediaunmatched
  • Training Programunmatched

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