Customer Retention Specialist - State Farm Agent Team Member
$38,000–$45,000 year
On-siteTuscaloosa, Alabama, United States
Job Summary
Manage a high volume of daily customer interactions via phone, email, and follow-ups, prioritizing retention while guiding clients through policies and identifying coverage gaps. Resolve issues preventing attrition and actively pursue upsell and cross-sell opportunities for auto, home, and life insurance products to meet sales quotas. Monitor retention metrics and feedback to identify trends, ensuring all communications comply with company policies and are accurately documented. Requires 2-3 years in customer service or account management, with willingness to obtain insurance licenses. No weekends or nights.
Required Qualifications
- Minimum 2-3 years in customer service, client retention, or account management
- Ideally in a fast-paced, multi-tasking environment
- Money motivated
- Exceptionally organized and detail-focused
- Skilled at juggling multiple tasks and deadlines
- Strong interpersonal skills
- Ability to engage customers from diverse backgrounds
- Ability to work well independently with limited supervision
- Licensed in Property & Casualty and Life & Health Insurance OR willing to get licensed
- Ability to handle a busy workflow
- Attention to detail
- No weekends or nights
Desired Qualifications
- Bursting with positive energy
- Motivated to grow
- Think outside the box
- Likes working with people from all walks of life
- Extremely organized & creative
- Out-going
- Positive thinker
- Motivated self-starter
- Pays attention to details
- Self-motivated
- Coachable
- High performers
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