Customer Retention Specialist - State Farm Agent Team Member

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.