Bilingual Customer Retention Lead - In-Person Insurance

Amanda Cothran Carroll - State Farm Insurance Agent

Fontana (CA)

On-site

USD 68,000 - 83,000

Full time

34 hours ago
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Benefits offered by this job

Hourly pay plus commission/bonus
Growth potential/Opportunity for_adv@n
Paid time off (vacation and personal/s

Job summary

Cothran Carroll State Farm Insurance is seeking a Customer Retention Specialist to support ongoing client relationships in Fontana. This in-person role focuses on retention, service quality, and team collaboration to drive office growth.

You’ll manage renewals, updates, and upsell opportunities while delivering calm, empathetic service. Ideal candidates have strong Spanish language skills, 3+ years in customer service, leadership experience, and a track record of building trust with diverse

Qualifications

  • 3+ years of customer service experience recommended.
  • Leadership or management experience preferred.
  • Bilingual in Spanish is required.
  • Strong interpersonal and problem-solving abilities.
  • Effective communication and listening skills.
  • Detail-oriented with a focus on customer experience.
  • Must be able to obtain applicable state insurance licenses.

Responsibilities

  • Communicate with existing customers regarding renewals and coverage options.
  • 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 office growth objectives.
  • Upselling products and coverages that better protect our community.

Skills

Customer service
Leadership
Bilingual in Spanish
Interpersonal skills
Communication and listening
Detail-oriented

Job description

Cothran Carroll State Farm Insurance is seeking a Customer Retention Specialist to support ongoing client relationships in Fontana. This in-person role focuses on retention, service quality, and team collaboration to drive office growth.

You’ll manage renewals, updates, and upsell opportunities while delivering calm, empathetic service. Ideal candidates have strong Spanish language skills, 3+ years in customer service, leadership experience, and a track record of building trust with diverse

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