Customer Retention & Renewal Specialist

Zach Zimmerman - State Farm Agent

De Pere (WI)

On-site

USD 42,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Bonus based on performance
Competitive salary
Free uniforms
Paid time off

Job summary

Zimmerman State Farm is seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This role focuses on outreach, policy renewals, and relationship maintenance.

You will communicate with existing customers about renewals, review accounts, and identify opportunities to enhance satisfaction while collaborating with the team to meet retention goals.

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
Team collaboration

Job description

Zimmerman State Farm is seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This role focuses on outreach, policy renewals, and relationship maintenance.

You will communicate with existing customers about renewals, review accounts, and identify opportunities to enhance satisfaction while collaborating with the team to meet retention goals.

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