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Customer Retention Specialist - State Farm Agent Team Member

Tracey Sova - State Farm Agent

Tuscaloosa, AL

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JOB DETAILS
SALARY
$38,000–$43,000 Per Year
SKILLS
Compensation and Benefits, Cross-Selling, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Service Evaluation, Customer Support/Service, Customer/Client Research, Detail Oriented, Diversity, Establish Priorities, Health Insurance, Insurance Sales, Interpersonal Skills, Leadership, Life Insurance, Marketing, Meet Sales Quota, Mentoring, Metrics, Multitasking, Organizational Skills, Problem Solving Skills, Process Improvement, Property Insurance, Retention Programs, Sales, Sales Management, Team Player, Time Management, Top Sales Rep, Training/Teaching, Trend Analysis, Up-Selling
LOCATION
Tuscaloosa, AL
POSTED
30+ days ago
Benefits:
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Wellness resources

At Tracey Sova State Farm, we don’t just sell insurance — we build lasting relationships, solve problems, and create extraordinary customer experiences every single day. We’re seeking a motivated, customer focused professional to join our fast-paced, dynamic team as a Customer Engagement & Retention Specialist.


This is a high-energy, multi-tasking role that demands exceptional organizational skills and the ability to juggle multiple priorities without ever compromising the quality of customer service. If you thrive in a busy environment, love building relationships, enjoy purposeful marketing and sales, and want to make a measurable impact, this opportunity is for you.


What You’ll Do:
Retention Champion & Multi-tasker:
Manage a high volume of customer interactions daily. Through phone calls, emails, and follow-ups, expertly handling multiple accounts and requests simultaneously. Your ability to prioritize and multitask ensures that no customer is left waiting and every opportunity to retain business is maximized.
Customer Advocate:
Provide top-tier, personalized service that customers rely on. You’ll expertly guide clients through policies, identify coverage gaps, and tailor solutions that fit their unique needs — all while handling multiple customer requests and inquiries throughout the day with professionalism and care.
Problem Solver:
Quickly and efficiently resolve issues or obstacles that may lead to customer dissatisfaction or attrition. You’ll balance responding to immediate concerns while managing ongoing retention strategies, all within a busy workflow.
Data-Driven Strategist:
Monitor retention metrics and customer feedback to identify trends and areas for improvement.
Sales Superstar:
While this position is heavily focused on exceptional customer service and retention, it also includes important sales responsibilities. You will actively identify upsell and cross-sell opportunities within our existing customer base —specifically targeting auto, home, and life insurance products—to meet established sales quotas. Managing your time effectively to juggle both high-quality service and sales outreach is essential to your success. This position does require some cold calling. 
Process Pro:
Ensure all customer interactions comply with company policies, document communications accurately, and maintain up-to-date records, ensuring every customer interaction is flawless — from phone calls and emails to paperwork and follow-ups. Your attention to detail and ability to handle a busy workflow will be key to maintaining high standards.


Who You Are:
  • Experienced: Minimum 2-3 years in customer service, client retention, or account management, ideally in a fast-paced, multi-tasking environment
  • Energetic & Motivated: We are looking for someone who is bursting with positive energy and motivated to grow with us. Money motivated is also a must. 
  • Organized & Detail-Oriented: Exceptionally organized and detail-focused—because great service depends on it. Must be exceptionally skilled at juggling multiple tasks and deadlines without missing a beat. 
  • Creative Problem Solver: Think outside the box to meet customer needs and improve processes.
  • Communicative & Personable: Strong interpersonal skills, able to engage customers from diverse backgrounds with ease.
  • Independent & Collaborative: Work well independently with limited supervision while maintaining positive relationships within a team environment.
  • Licensed or Willing to Get Licensed: Ready to obtain Property & Casualty and Life & Health Insurance Licenses if you don’t already have them.
Why You'll Love Working Here:
  • Paid time off (vacation and personal/sick days) to recharge
  • $38,000-$43,000 Annual Base Pay + uncapped commissions & bonuses that reward your hustle
  • Base pay is determined by interview and experience level
  • Growth potential/opportunities for advancement within my agency: TOP PERFORMERS who are self-motivated and coachable will thrive with our enhanced compensation plan.  Leadership roles available within 9–12 months for high performers.
  • No weekends or nights
  • You’ll collaborate with top performers who push boundaries, celebrate wins, and support each other to reach new heights
  • Rock-solid training and mentorship to fuel your growth and success.
  • Signing bonus if you currently hold an Alabama Property & Casualty License
If you are NOT already licensed, we are willing to guide you through the certification process and get you trained. Mostly, we are looking for someone that is out-going, a positive thinker, a motivated self-starter, likes working with people from all walks of life, pays attention to details, is extremely organized & creative.

About the Company

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Tracey Sova - State Farm Agent