Client Retention & Policy Renewal Specialist

Maria Lopez - State Farm Agent; Fresno (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Job summary

Maria Lopez - State Farm Agent is looking for a Customer Retention Specialist in Fresno, CA. This full-time role is designed to support ongoing customer relationships, focusing on outreach, policy renewals, and relationship maintenance.

Responsibilities include communicating with clients, assisting with account updates, and collaborating with team members. Ideal candidates possess strong problem-solving skills and a passion for exceptional customer service. A salary range of $40,000 to $60,000 is offered, along with various benefits.

Qualifications

• 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 outreach objectives.

Skills

Strong interpersonal and problem-solving abilities

Effective communication and listening skills

Detail-oriented with a focus on customer experience

Education

Previous experience in customer service or account management preferred

Job description

Maria Lopez - State Farm Agent is looking for a Customer Retention Specialist in Fresno, CA. This full-time role is designed to support ongoing customer relationships, focusing on outreach, policy renewals, and relationship maintenance.

Responsibilities include communicating with clients, assisting with account updates, and collaborating with team members. Ideal candidates possess strong problem-solving skills and a passion for exceptional customer service. A salary range of $40,000 to $60,000 is offered, along with various benefits.