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Customer Retention Specialist - State Farm Agent Team Member

Steven Bartshe - State Farm Agent

Eaton Rapids, MI

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JOB DETAILS
SKILLS
Billing, Business Support, Communication Skills, Computer Skills, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Support/Service, Develop and Maintain Customers, Establish Priorities, Health Insurance, Insurance, Maintain Compliance, Multitasking, Presentation/Verbal Skills, Regulatory Requirements, Resolve Customer Issues, Sales Prospecting, Sales Support, Team Player, Time Management, Track Customer Issues, Writing Skills
LOCATION
Eaton Rapids, MI
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off

Job Summary:
As a State Farm Service Representative, you will serve as a primary contact for customers, assisting with policy inquiries, endorsements, claims follow-up, and basic product information. You will work closely with agents and customers to ensure timely and accurate service, helping to maintain strong client relationships and support business retention.

Key Responsibilities:


  • Handle inbound calls and customer inquiries related to insurance policies, billing, claims, and endorsements.
  • Provide accurate information about State Farm products and services to customers.
  • Assist customers with policy changes, updates, and renewals in accordance with company guidelines.
  • Collaborate with agents and other team members to resolve customer issues and service requests.
  • Maintain detailed records of customer interactions and transactions in the CRM system.
  • Identify opportunities to support sales efforts by referring potential leads to agents.
  • Ensure compliance with State Farm policies and regulatory requirements.
Qualifications:


  • Previous customer service experience, preferably in insurance.
  • Basic knowledge of insurance products and terminology is preferred but not required.
  • Strong verbal and written communication skills.
  • Ability to multi-task, prioritize, and manage time effectively.
  • Positive attitude with a customer-focused mindset.
  • Comfortable working in a fast-paced, team-oriented environment.
  • Proficient with computers and CRM software; ability to learn new systems quickly.
  • High school diploma or equivalent required

About the Company

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Steven Bartshe - State Farm Agent