What are the responsibilities and job description for the Customer Retention Specialist - State Farm Agent Team Member position at Adalie Allen - State Farm Agent?
We are open to a full-time or part-time team member to join our team!
Full-Time Benefits: As a Valued Agent Team Member you will enjoy…
Full-Time Benefits: As a Valued Agent Team Member you will enjoy…
- Hourly Pay Commission and Bonuses
- Simple IRA Retirement Plan with Company Match
- Term Life Insurance (if eligible)
- Paid Time Off (10-15 days paid and 50 hours unpaid)
- Licensing reimbursement up to $500 after 90 days - plus CE & renewal fees covered
- Regular professional development - twice a month trainings mentorship
- Career incentives - opportunities to earn extra PTO, travel, swag and more
- Personal touches - birthday gifts, anniversary \"SF Bucks,\" and a team that sees and celebrates you
- Comfortable office perks - free snacks, coffee and a personalized workspace
- Purpose-driven work - help people understand and protect what matters most
What We’re Looking For:
We’re looking for a motivated and detail-oriented Retention Specialist to join our team! This person will play a key role in the growth and stability of our agency by focusing on customer satisfaction, policy retention, and long-term relationship building. The ideal candidate will be confident in managing customer experiences from onboarding to ongoing service and will play a direct role in preventing lapses and cancellations.
A strong candidate will bring the following qualifications and traits:
- Exceptional communication and conflict-resolution skills
- High attention to detail and strong organizational habits
- Ability to remain calm and empathetic in challenging customer situations
- High performance with a team-oriented mindset
Key Responsibilities:
- Lead new customer onboarding program to ensure a smooth, professional, and engaging experience from day one
- Serve as the primary point of contact for dissatisfied or at-risk customers, working to resolve concerns and retain business
- Manage the late payment process by monitoring policy status and communicating with customers
- Analyze retention trends and collaborate with the Agent to develop strategies that support long-term customer satisfaction
- Maintain detailed and accurate customer records and follow-up notes in the CRM system
- Support the team in executing renewal campaigns and proactive retention outreach
Why Choose a Career with Allen State Farm Insurance?
We believe hard work should be celebrated — when our team hits annual goals, everyone enjoys a fully paid week off during Christmas or New Year’s to relax and recharge with loved ones (in addition to regular time off!). Here's what else makes our agency stand out
- No nights or weekends - and we keep it fun with Casual Fridays
- Woman-owned & family-run…with a relationship-first culture This isn't just a job
- - it's a place where you can grow, make a difference, and be part of something meaningful.
Compensation Structure
- Base Pay (without commission, no prior experience) = $27,040-36,400
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $13 - $17