Customer Retention Specialist: Impact in San Antonio

Tomfladd; San Antonio (TX); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Tom Fladd - State Farm Agent in San Antonio, TX is seeking a Customer Retention Specialist to help maintain and grow client relationships, focusing on outreach, renewals, and service excellence.

The role emphasizes empathetic communication, accurate record keeping, and collaboration with the team to meet retention goals. Prior customer service or account management experience is preferred, and licensing may be required.

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

Detail-oriented

Customer service

Job description

Tom Fladd - State Farm Agent in San Antonio, TX is seeking a Customer Retention Specialist to help maintain and grow client relationships, focusing on outreach, renewals, and service excellence.

The role emphasizes empathetic communication, accurate record keeping, and collaboration with the team to meet retention goals. Prior customer service or account management experience is preferred, and licensing may be required.