Customer Retention & Renewal Specialist - Insurance

State Farm Agent; Wenatchee (WA); On-site; USD 27,552 - 30,307; Full time

Benefits offered by this job

Long Term Disability Insurance

Group Life Insurance

Health Insurance

Paid Time Off

Vision Insurance

401(k) Matching

Competitive Salary

Dental Insurance

Job summary

Linda Sasseen's State Farm Agency is seeking a Customer Retention Specialist to maintain ongoing customer relationships, manage renewals, and boost satisfaction. You will engage with current clients to review coverage options, document changes, and ensure accurate records across the agency.

The role emphasizes strong communication, problem-solving, and a customer-first approach, with licensing requirements to obtain applicable state insurance licenses.

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

Strong interpersonal skills

Problem-solving abilities

Effective communication

Active listening

Detail-oriented

Customer service experience

Licensing eligibility

Job description

Linda Sasseen's State Farm Agency is seeking a Customer Retention Specialist to maintain ongoing customer relationships, manage renewals, and boost satisfaction. You will engage with current clients to review coverage options, document changes, and ensure accurate records across the agency.

The role emphasizes strong communication, problem-solving, and a customer-first approach, with licensing requirements to obtain applicable state insurance licenses.