What are the responsibilities and job description for the Customer Retention Specialist - State Farm Agent Team Member position at Judy Helwani State Farm?
Customer Retention Specialist - State Farm Agent Team Member
Position Overview
Judy Helwani State Farm is adding a Customer Retention Specialist in Mesa, AZ to help existing customers with policy questions, billing, claims follow-up, and coverage updates. This is a steady, customer-facing office role for someone organized, patient, and comfortable handling phone-based service.
Responsibilities
- Proactively reach out for policy reviews and renewals to retain customers
- Handle policy questions, billing inquiries, and coverage changes accurately
- Resolve service issues with patience and professionalism
- Identify coverage gaps and service needs during reviews
- Follow up consistently to support customer loyalty and retention
- Maintain accurate customer records in the agency system
Qualifications
- No prior insurance experience required
- Excellent listening, empathy, and problem-solving skills
- Organized and detail-oriented with strong follow-through
- Willingness to obtain the required Property and Casualty license
- Positive, professional, customer-first attitude
Benefits
- Base salary plus performance-based commission
- 401(k) retirement plan with employer match
- Paid time off (vacation, sick, and personal days)
- Paid company holidays
- Clear career advancement paths
- Company events, contests, and team lunches
Pay range: $40,000-$50,000 per year
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Qualifications to be employees of a State Farm agent are established by each independent contractor agent. By applying/accepting a position with an independent contractor agent, you are not promised, guaranteed, or given a special preference in the selection process to become an independent contractor agent for the State Farm Insurance Companies. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Salary : $40,000 - $50,000