Customer Retention Specialist: Onboarding & Growth Lead

Adalie Allen - State Farm Agent; Bloomington (IN); On-site; USD 27,000 - 36,000; Full time

Benefits offered by this job

Hourly pay + commissions

Simple IRA with company match

Licensing reimbursement

CE & renewal fees covered

Paid time off

Job summary

Allen State Farm Insurance in Bloomington, IN seeks a Retention Specialist (full-time or part-time) to ensure customer satisfaction, protect policies, and build long-term relationships. You will manage onboarding, address at-risk accounts, monitor payments, and support proactive retention efforts with the team.

Ideal candidates bring strong communication, empathy, and detail-oriented habits to a collaborative, growth-focused local agency environment.

Qualifications

• Exceptional communication and conflict-resolution skills.
• High attention to detail and strong organizational habits.
• Empathetic, calm under pressure and customer-focused.

Responsibilities

• Lead new customer onboarding program for a smooth experience from day one.
• Serve as primary contact for dissatisfied or at-risk customers to retain business.
• Manage late payment process by monitoring policy status and communicating with customers.
• Analyze retention trends and support renewal campaigns with the team.
• Maintain accurate customer records and follow-up notes in CRM.
• Collaborate on proactive retention outreach and campaigns.

Skills

Communication

Conflict resolution

Attention to detail

Organization

Empathy

Team oriented

Job description

Allen State Farm Insurance in Bloomington, IN seeks a Retention Specialist (full-time or part-time) to ensure customer satisfaction, protect policies, and build long-term relationships. You will manage onboarding, address at-risk accounts, monitor payments, and support proactive retention efforts with the team.

Ideal candidates bring strong communication, empathy, and detail-oriented habits to a collaborative, growth-focused local agency environment.