What are the responsibilities and job description for the Customer Retention Specialist - State Farm Agent Team Member position at Terra Bache - State Farm Agent?
Benefits:
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
You May Be a Great Fit as a Customer Retention Specialist at Terra Bache Insurance Agency if:
- You’re the person people call first when life goes sideways - calm, steady, and ready to help.
- You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
- You’re a natural relationship-builder who earns trust quickly and keeps it.
- You listen first, then guide, making customers feel understood while confidently recommending solutions.
- You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.
Location Address: 509 N Fifth Ave Ste C Sandpoint, ID 83864
At Terra R Bache Insurance Agency, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.
Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance.
Responsibilities
- Administrative help for all licensed team.
- Review accounts and assist with updates or changes as needed.
- Identify opportunities to enhance customer satisfaction and engagement.
- Maintain accurate records and documentation of interactions.
- Collaborate with team members to meet retention and outreach objectives.
- Scanning and attaching documents
- Claims assistance
- onboarding of new accounts.
Qualifications
- Strong interpersonal and problem-solving abilities.
- Effective communication and listening skills.
- Detail-oriented with a focus on customer experience.
- Previous experience in customer service or account management preferred.