Customer Retention & Renewal Specialist

Zach Zimmerman - State Farm Insurance Agent; De Pere (WI); On-site; USD 42,000 - 50,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Free uniforms

Paid time off

Job summary

Zimmerman State Farm in De Pere, WI is seeking a Customer Retention Specialist to support ongoing customer relationships and drive office growth. This full-time role focuses on renewals, outreach, and strengthening client connections within the local community.

You will communicate with existing customers about renewals and coverage options, maintain accurate records, and collaborate with team members to meet retention objectives. State licensing eligibility is required.

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

Problem-solving

Attention to detail

Customer service

Job description

Zimmerman State Farm in De Pere, WI is seeking a Customer Retention Specialist to support ongoing customer relationships and drive office growth. This full-time role focuses on renewals, outreach, and strengthening client connections within the local community.

You will communicate with existing customers about renewals and coverage options, maintain accurate records, and collaborate with team members to meet retention objectives. State licensing eligibility is required.