Customer Retention Specialist — Relationship Builder

Jamie Pelzer - State Farm Agent; Tampa (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Jamie Pelzer - State Farm Agent in Tampa, FL seeks a Customer Retention Specialist to sustain ongoing customer relationships, support policy renewals, and contribute to office growth. You will manage outreach, update accounts, and guide clients with empathy, aiming to improve satisfaction and loyalty.

The role emphasizes strong communication, problem-solving, and teamwork within a local insurance office to deliver reliable service.

Qualifications

• Experience in customer service or account management.
• Must be able to obtain applicable state insurance licenses.
• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.

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

Customer service experience

Insurance license eligibility

Job description

Jamie Pelzer - State Farm Agent in Tampa, FL seeks a Customer Retention Specialist to sustain ongoing customer relationships, support policy renewals, and contribute to office growth. You will manage outreach, update accounts, and guide clients with empathy, aiming to improve satisfaction and loyalty.

The role emphasizes strong communication, problem-solving, and teamwork within a local insurance office to deliver reliable service.