Customer Relations Representative - State Farm Agent Team Member

This position focuses on setting appointments, reviewing policies with clients to ensure there are no gaps or needed updates, and building long-term relationships that encourage loyalty. The Insurance Retention Specialist plays a key role in keeping customers engaged and supported.

Benefits:

• Hiring bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Job Description:
The Insurance Retention Specialist plays a key role in keeping customers engaged and supported. This position focuses on setting appointments, reviewing policies with clients to ensure there are no gaps or needed updates, and building long-term relationships that encourage loyalty.


Responsibilities:

• Set appointments with customers to review policies.
• Conduct policy reviews to confirm accurate coverage and identify any gaps or needed changes.
• Handle calls from customers considering cancellation and offer solutions to retain them.
• Make outbound calls (birthday, claims follow-ups, win-back calls).
• Support new customer onboarding for a smooth experience.
• Maintain accurate records of customer interactions and retention efforts.

Qualifications:

• Insurance experience preferred.
• Strong communication and relationship-building skills.
• Attention to detail when reviewing policies.
• Organized and able to manage scheduling and follow-ups.
• Customer-focused with a proactive approach.