Customer Retention Specialist - State Farm Agent Team Member
Full Time in Hybrid - US
Benefits
- 401(k)
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Service Focused with In-Book Sales Opportunity Jim Rottkamp State Farm 23 Old Kings Hwy Darien, CT 06820-3611 Full-Time | In-Office (Hybrid Eligible After Training)
Deliver Exceptional Service. Build Relationships. Support Growth.
Jim Rottkamp State Farm is seeking a highly service-driven Customer Retention Specialist who is passionate about helping people, building long-term relationships, and delivering a high-quality customer experience. This role is ideal for someone who leads with empathy, communicates effectively, and can confidently identify opportunities to strengthen coverage through in-book sales when it benefits the customer.
If you take pride in supporting customers while contributing to agency growth, this is an excellent opportunity to build a long-term career in a supportive, team-oriented environment.
Work Environment
• In-office role during training and onboarding • Hybrid opportunity available after training (up to 2 days per week remote)
Licensing Requirement (Job Contingent)
This position is contingent upon obtaining required insurance licenses.
• Property & Casualty license must be obtained prior to your Day 1 start (full support provided) • We provide guidance, resources, and support to help you successfully complete the licensing process
Role Overview
As a Customer Retention Specialist, you will focus on servicing existing customers, managing renewals, and maintaining strong relationships. You will play a key role in ensuring customer satisfaction and retention, while also identifying opportunities to enhance coverage through needs-based conversations.
Success in this role is measured by customer experience, retention, and contribution to overall agency growth.
Responsibilities
Communicate with existing customers regarding renewals, coverage options, and policy updates
Review accounts and assist with policy changes, endorsements, and updates
Provide professional, empathetic support during service and claims-related conversations
Build and maintain strong relationships to support retention and referrals
Identify opportunities to enhance coverage and pivot service conversations into in-book sales
Maintain accurate and detailed documentation of customer interactions
Collaborate with team members to meet retention, service, and outreach goals
Ensure compliance with agency standards and applicable regulations
Qualifications
Strong customer service and relationship-building skills
Effective communication and active listening abilities
Detail-oriented with strong organizational skills
Problem-solving mindset with a focus on customer experience
Comfortable discussing coverage options and recommending solutions when appropriate
Prior customer service or account management experience preferred
Ability to meet licensing requirements outlined above
What We Offer
Competitive base salary plus performance-based incentives
Full support through the licensing process
Ongoing training and professional development
A collaborative, service-focused team environment
Hybrid work flexibility after training
Opportunities for long-term growth within the agency
Equal Opportunity Employer
Jim Rottkamp State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.
Ready to Build a Career Helping Customers?
If you enjoy supporting customers, building relationships, and growing within a team that values service and development, apply today to join Jim Rottkamp State Farm.
Flexible work from home options available.
Compensation $50,000.00 - $70,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none