Customer Retention Specialist - Growth & Renewals

Aaron Achenbach - State Farm Agent; Town of Middleton (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Job summary

Aaron Achenbach - State Farm Agent in Middleton, WI is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and outreach. You will focus on renewing policies, maintaining accurate records, and identifying opportunities to improve satisfaction while delivering friendly, clear guidance to policyholders in our community.

This role requires strong communication, empathy under pressure, and a commitment to serving neighbors with integrity.

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

Active listening

Detail oriented

Job description

Aaron Achenbach - State Farm Agent in Middleton, WI is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and outreach. You will focus on renewing policies, maintaining accurate records, and identifying opportunities to improve satisfaction while delivering friendly, clear guidance to policyholders in our community.

This role requires strong communication, empathy under pressure, and a commitment to serving neighbors with integrity.