Customer Retention Specialist

Duane Lovell - State Farm Agency; Montesano (WA); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Starting pay $20–$24 negotiable upon经验

Paid Time Off

Holiday pay

401(k) Retirement plan

Reimbursement for licensing fees

Job summary

Duane Lovell - State Farm Agency in Montesano, WA is seeking a Customer Retention Specialist to support ongoing customer relationships and drive policy renewals. The role emphasizes outreach, service excellence, and accurate record-keeping to enhance client satisfaction.

You’ll help customers navigate coverage options, maintain records, and collaborate with the team to promote retention objectives within the local community.

Qualifications

• This role requires strong people skills and a customer-first mindset.
• Ability to manage renewals and maintain accurate records.
• Must 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

Active listening

Detail oriented

Customer service experience

Account management

Job description

Customer Retention Specialist

Duane Lovell - State Farm Agency MONTESANO, Washington, United States

About this position

Customer Retention Specialist

Benefits:

• Starting hourly pay $20 - $24 negotiable upon experience and licensing
• Paid Time Off (vacation and personal/sick days)
• Holiday pay
• 401(k) Retirement plan
• Reimbursement for insurance licensing fees

You May Be a Great Fit as a Customer Retention Specialist at Duane Lovell - State Farm Agent if:

• You're the person people call first when life goes sideways - calm, steady, and ready to help.
• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
• You're a natural relationship-builder who earns trust quickly and keeps it.
• You listen first, then guide, making customers feel understood while confidently recommending solutions.
• You're compassionate under pressure and can guide someone through your worst day with clarity and empathy.

Location Address:

304 W Pioneer, Montesano, WA 98563

At Duane Lovell - State Farm Agent, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you'll fit right in with us. Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance.

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.

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.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. #SMA