Customer Retention Specialist | Renewals & Relationships

Duane Lovell - State Farm Agency; Montesano (WA); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Starting pay $20–$24 negotiable upon经验

Paid Time Off

Holiday pay

401(k) Retirement plan

Reimbursement for licensing fees

Job summary

Duane Lovell - State Farm Agency in Montesano, WA is seeking a Customer Retention Specialist to support ongoing customer relationships and drive policy renewals. The role emphasizes outreach, service excellence, and accurate record-keeping to enhance client satisfaction.

You’ll help customers navigate coverage options, maintain records, and collaborate with the team to promote retention objectives within the local community.

Qualifications

• This role requires strong people skills and a customer-first mindset.
• Ability to manage renewals and maintain accurate records.
• Must 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

Active listening

Detail oriented

Customer service experience

Account management

Job description

Duane Lovell - State Farm Agency in Montesano, WA is seeking a Customer Retention Specialist to support ongoing customer relationships and drive policy renewals. The role emphasizes outreach, service excellence, and accurate record-keeping to enhance client satisfaction.

You’ll help customers navigate coverage options, maintain records, and collaborate with the team to promote retention objectives within the local community.