What are the responsibilities and job description for the Customer Retention Specialist - State Farm Agent Team Member position at Keith Browne - State Farm Agent?
Benefits:
- Bonus based on performance
- Opportunity for advancement
- Training & development
We’re hiring a Customer Service Representative to deliver outstanding service to our policyholders and help drive retention. In this role, you’ll support clients with P&C, Life & Health, and related financial services products—answering questions, helping with policy changes and renewals, and ensuring clients feel confident and taken care of throughout their coverage journey.
Responsibilities
- Provide day-to-day client support for existing policyholders, including answering questions and resolving issues promptly
- Help manage renewals by monitoring upcoming dates and contacting clients as needed to keep policies active and updated
- Support policy changes, billing questions, endorsements, certificates, and documentation requests
- Gather information from clients and coordinate with carriers/internal team members to ensure timely processing
- Review client account details for accuracy and follow up on missing information
- Track service activity, renewal status, and open items to ensure nothing falls through the cracks
- Maintain organized case notes and documentation for each client in a CRM or tracking system
- Maintain a strong working knowledge of products and compliance requirements
- Support retention by proactively identifying service opportunities and ensuring clients have what they need
- Request and encourage customers to leave Google reviews, and respond appropriately to review feedback when needed
- Identify opportunities for clients to take advantage of bundle discounts and help them understand available options (e.g., combining auto/home, or adding Life & Health where applicable)
Qualifications
- Insurance experience preferred (P&C and/or Life & Health)
- Strong communication skills and a friendly, patient, service-first attitude
- Ability to work independently while coordinating with carriers and teammates
- Organized, dependable, and able to manage multiple client requests at once
- Comfortable with CRM tools, email, and basic computer programs/spreadsheets
- Valid insurance license (or ability to obtain required licenses promptly)
Compensation
- Base pay bonus profit sharing (based on performance and team results)
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $19 - $25