Customer Retention & Relationship Specialist

Amy Smith Gardner Insurance; Mountain Brook (AL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Amy Gardner State Farm is seeking a Customer Retention Specialist to foster ongoing relationships, manage policy renewals, and support office growth in Birmingham. This role focuses on outreach, renewal communications, and proactive engagement with clients.

You will review accounts, present coverage options, maintain accurate records, and collaborate with teammates to meet retention and service goals while delivering care and clarity in every interaction.

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.
• Willing and able to commute to office.

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 skills

Attention to detail

Customer service experience

Insurance licenses

Office commute

Job description

Amy Gardner State Farm is seeking a Customer Retention Specialist to foster ongoing relationships, manage policy renewals, and support office growth in Birmingham. This role focuses on outreach, renewal communications, and proactive engagement with clients.

You will review accounts, present coverage options, maintain accurate records, and collaborate with teammates to meet retention and service goals while delivering care and clarity in every interaction.