Customer Retention & Renewal Specialist

Greg Meyer - State Farm Agent; Round Rock (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Greg Meyer - State Farm Agent in Round Rock, TX 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, with emphasis on communication, empathy, and delivering exceptional service to the community. You will collaborate with team members to review accounts, update coverage options, and identify opportunities to enhance client satisfaction.

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

Problem solving

Communication

Listening

Customer service

Job description

Greg Meyer - State Farm Agent in Round Rock, TX 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, with emphasis on communication, empathy, and delivering exceptional service to the community. You will collaborate with team members to review accounts, update coverage options, and identify opportunities to enhance client satisfaction.