Client Retention & Policy Renewal Specialist

State Farm Agent; Round Rock (TX); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Bonus based on performance

Paid time off

Training & development

Profit sharing

Competitive salary

Opportunity for advancement

Job summary

Greg Meyer - State Farm Agent in Round Rock, TX is hiring a Customer Retention Specialist to support ongoing customer relationships, handle policy renewals, and contribute to office growth. The role emphasizes outreach, accuracy, and proactive engagement with clients.

The position offers an energetic team environment, opportunities for advancement, and a competitive compensation package that aligns with performance and market standards.

Qualifications

• Must have strong interpersonal and problem-solving abilities.
• Excellent communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous customer service or account management experience preferred.
• 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

Interpersonal skills

Problem solving

Communication

Listening skills

Detail oriented

Customer service

Job description

Greg Meyer - State Farm Agent in Round Rock, TX is hiring a Customer Retention Specialist to support ongoing customer relationships, handle policy renewals, and contribute to office growth. The role emphasizes outreach, accuracy, and proactive engagement with clients.

The position offers an energetic team environment, opportunities for advancement, and a competitive compensation package that aligns with performance and market standards.