Customer Retention Specialist — Proactive Client Care & Growth

Tim Tran - State Farm Agent; Saint Petersburg (FL); Vor Ort; USD 35.000 - 50.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Free uniforms

Opportunity for advancement

Paid time off

Training & development

Zusammenfassung

Tim Tran - State Farm Agent in Saint Petersburg offers a customer-focused role as a Customer Retention Specialist at two local offices. The position emphasizes proactive outreach, policy review scheduling, and timely, courteous responses across phone, text, and email channels to strengthen customer relationships.

The role supports ongoing service tasks and behind-the-scenes activities to improve retention and satisfaction, with growth potential within a collaborative team environment and a

Qualifikationen

• Excellent communication skills are required.
• Strong organizational skills and attention to detail are essential.
• Ability to manage multiple tasks and prioritize effectively.
• Proficient with phone, text, and email communication.
• Experience in customer service, retention, or insurance-related roles is a plus.
• Positive attitude and a customer-first mindset.
• Knowledge of Microsoft Office.

Aufgaben

• Make personalized birthday calls to customers to strengthen relationships and enhance customer experience.
• Set appointments for policy reviews to ensure customers are up-to-date with their coverage and options.
• Review customer changes by managing service tasks accurately and efficiently.
• Conduct thank you calls for new business onboarding to welcome and engage new customers.
• Respond promptly and professionally to customer text messages.
• Check and respond to voicemails in a timely manner.
• Perform behind-the-scenes service work to support customer accounts and improve service delivery.

Kenntnisse

Excellent communication

Organizational skills

Multitasking

Phone/Text/Email communication

Customer service experience

Positive attitude

Tools

Microsoft Office

Jobbeschreibung

Tim Tran - State Farm Agent in Saint Petersburg offers a customer-focused role as a Customer Retention Specialist at two local offices. The position emphasizes proactive outreach, policy review scheduling, and timely, courteous responses across phone, text, and email channels to strengthen customer relationships.

The role supports ongoing service tasks and behind-the-scenes activities to improve retention and satisfaction, with growth potential within a collaborative team environment and a