Customer Retention Specialist - Build Trust & Renewals

Dale Guidry Jr - State Farm Agent; Humble (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid time off

Job summary

Dale Guidry State Farm Agent is seeking a Customer Retention Specialist to support ongoing customer relationships, focusing on outreach, policy renewals, and relationship maintenance. You will engage with customers to review coverage options and updates, ensuring a high level of satisfaction while helping grow the office.

A calm, empathetic approach is valued. The role emphasizes proactive communication, accurate record-keeping, and collaboration with the team to achieve retention goals and

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 skills

Listening skills

Education

State insurance licenses

Job description

Dale Guidry State Farm Agent is seeking a Customer Retention Specialist to support ongoing customer relationships, focusing on outreach, policy renewals, and relationship maintenance. You will engage with customers to review coverage options and updates, ensuring a high level of satisfaction while helping grow the office.

A calm, empathetic approach is valued. The role emphasizes proactive communication, accurate record-keeping, and collaboration with the team to achieve retention goals and