Customer Retention & Outreach Specialist

Tom Mazzola - State Farm Agent; Macomb Township (MI); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Thomas Mazzola Insurance is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and office growth. This role focuses on outreach, policy renewals, and relationship maintenance.

You will communicate with existing customers about renewals and coverage options, review accounts, update records, and collaborate with the team to improve satisfaction and engagement while upholding integrity and care for the community.

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.
• 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

Communication skills

Attention to detail

Customer service experience

Insurance licenses

Job description

Thomas Mazzola Insurance is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and office growth. This role focuses on outreach, policy renewals, and relationship maintenance.

You will communicate with existing customers about renewals and coverage options, review accounts, update records, and collaborate with the team to improve satisfaction and engagement while upholding integrity and care for the community.