Customer Retention Specialist - State Farm Agent Team Member

Monica Markley - State Farm Agent

  • Columbia, PA
  • 30+ days ago
  • Full-time

Highlights

We value old-school customer service—listening carefully, communicating clearly, taking personal accountability, and always following through. If you enjoy helping people, solving problems, and building lasting relationships, this is your chance to make a real impact while growing your career.

Numbers & Facts

LocationColumbia, PA
Job TypeFull-time

Description

Benefits:
  • Paid time off
  • Training & development
  • 401(k)

Insurance Customer Service & Retention Specialist

The Monica Markley Agency
Location: Columbia, PA
Schedule: Monday–Friday, 8:30 AM–4:30 PM
Employment Type: Full-Time
Compensation: Salary
Start: Immediately


Build Your Career with Us:
The Monica Markley Agency is looking for a professional, friendly, and dependable Insurance Customer Service & Retention Specialist to join our team in Columbia, PA.


We value old-school customer service—listening carefully, communicating clearly, taking personal accountability, and always following through. If you enjoy helping people, solving problems, and building lasting relationships, this is your chance to make a real impact while growing your career.

Why You’ll Love Working Here
Our customers deserve more than quick answers—they deserve genuine care. We take the time to understand their needs, explain their options, and ensure every concern is resolved. You’ll be part of a supportive team that encourages professional growth, skill development, and shared success.


Why Join Our Team?
We believe our customers deserve more than someone simply answering the phone. They deserve someone who listens, understands their concerns, explains their options, and follows through until the issue is resolved.


The ideal candidate is:
  • Customer-focused and genuinely enjoys helping people
  • Professional, friendly, and confident when communicating with customers
  • A strong listener who can understand what a customer needs—not simply respond to what they ask
  • Organized and detail-oriented
  • Dependable and accountable
  • Comfortable handling multiple tasks while maintaining accuracy
  • Calm and professional when dealing with difficult or stressful situations
  • A team player who treats coworkers with respect
  • Someone who takes initiative and looks for solutions
  • Interested in building a long-term career in insurance
Key Responsibilities
  • Answer incoming calls and respond to customer questions in a professional and friendly manner
  • Provide exceptional customer service while helping customers with their insurance needs
  • Assist customers with billing, coverage, policy, and general insurance questions
  • Listen carefully to customer concerns and work toward appropriate solutions
  • Research and resolve customer issues efficiently while following agency procedures and standards
  • Clearly document customer interactions and maintain accurate records
  • Keep customers informed regarding next steps, follow-up items, and expected timelines
  • Schedule customer appointments across multiple calendars
  • Follow up on outstanding customer needs and commitments
  • Maintain a calm and professional demeanor when handling challenging customer situations
  • Work collaboratively with other members of the agency team
  • Participate in ongoing training and continuing education
  • Take an active role in developing your insurance knowledge and professional skills
  • Contribute to the overall growth and success of the agency
Required Qualifications
  • Excellent verbal and written communication skills
  • Strong professional phone etiquette
  • Exceptional customer-service skills
  • Strong attention to detail
  • Ability to multitask while maintaining accuracy
  • Dependable and consistent attendance
  • Ability to work independently while also functioning effectively as part of a team
  • Professional appearance and demeanor
  • Willingness to obtain and maintain a Property & Casualty Insurance License prior to your start date
Preferred Qualifications not required
  • Active Property & Casualty (P&C) Insurance License
  • Previous insurance agency experience
  • Previous customer service or call-center experience
  • Experience handling inbound calls or high-volume customer inquiries
  • Familiarity with insurance terminology
  • Experience working with insurance policies, billing, or customer accounts
  • College degree or relevant professional education
How to Apply:
Please submit your application through our career page or send your resume directly to the hiring manager at aimee@insuremeincolumbia.com.


Please do not call the office regarding this position. All applicants should apply through the career page or submit their resume directly by email.

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