Customer Retention Specialist – Insurance Renewals & Growth

Tyler Peterson - State Farm Agent; Madison (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Life Insurance

Free food & snacks

Training & development

Bonus based on performance

Competitive salary

Job summary

Tyler Peterson - State Farm Agent in Madison, WI is seeking a Customer Retention Specialist to nurture existing client relationships, support policy renewals, and drive office growth. You’ll focus on outreach, renewals, and relationship maintenance to protect what matters most for customers.

The role rewards proactive problem solving, clear communication, and attention to detail, with opportunities for training and development, bonus based on performance, and a supportive team environment.

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

Communication skills

Attention to detail

Customer service exp

Licensing eligibility

Job description

Tyler Peterson - State Farm Agent in Madison, WI is seeking a Customer Retention Specialist to nurture existing client relationships, support policy renewals, and drive office growth. You’ll focus on outreach, renewals, and relationship maintenance to protect what matters most for customers.

The role rewards proactive problem solving, clear communication, and attention to detail, with opportunities for training and development, bonus based on performance, and a supportive team environment.