Customer Retention Specialist - State Farm Agent Team Member

Venkataraman Viswanathan - State Farm Agent; Austin (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

License paid by agency

Performance bonus

Advancement opportunities

Competitive salary

Paid time off

Training & development

Job summary

Venkataraman Viswanathan - State Farm Agent is seeking a Customer Retention Specialist to support ongoing relationships and help grow the office in Austin, TX. The role emphasizes outreach, proactive follow-up, and providing personalized insurance options to protect what matters most for clients.

The ideal candidate is motivated, coachable, and capable of managing responsibilities independently while delivering exceptional customer service.

Qualifications

• Goal oriented with strong interpersonal skills.
• Excellent communication and listening abilities.
• Problem-solving and customer service focus.
• Detail-oriented with accurate record-keeping.
• Ability to obtain state insurance licenses.

Responsibilities

• Communicate with customers regarding coverage options.
• Assess customer needs and present suitable insurance options.
• Identify opportunities to enhance customer satisfaction and engagement.
• Maintain accurate records and documentation of interactions.

Skills

Interpersonal skills

Problem solving

Communication

Detail oriented

Licensing eligible

Job description

Benefits:

• License Paid by Agency
• Bonus based on performance
• Opportunity for advancement
• Competitive salary
• Paid time off
• Training & development

ABOUT OUR AGENCY

Our agency opened in 2026, and we're excited to be building a team from the ground up. Before becoming a State Farm agent, I spent my career in corporate America, working in technology and analytical roles within the airline industry. While I enjoyed the work, I always had a goal of owning my own business and building something of my own while helping people along the way.

I earned my MBA from Vanderbilt University and have been fortunate to travel extensively around the world. When I'm not working, I enjoy spending time with my family and riding motorcycles whenever I get the chance.

As a new agency, we're creating a culture where people enjoy coming to work, feel supported, and have opportunities to grow. I'm a laid-back leader who believes in providing the tools, training, and processes needed for success without micromanaging. My goal is to help team members develop professionally while creating an environment built on trust, accountability, and mutual respect.

We're looking for someone who is motivated, coachable, intelligent, and self-driven. The ideal candidate is comfortable taking initiative, managing their responsibilities independently, and continuously looking for ways to improve. If you're someone who enjoys learning, wants to grow your career, and values working in a supportive environment, we'd love to connect with you.

You May Be a Great Fit as a Customer Retention Specialist at Venkataraman Viswanathan - State Farm Agent if:

• You’re the person people call first when life goes sideways - calm, steady, and ready to help.
• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
• You’re a natural relationship-builder who earns trust quickly and keeps it.
• You listen first, then guide, making customers feel understood while confidently recommending solutions.
• You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.

Location Address: Austin, TX 78729

At Venkataraman Viswanathan - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach and relationship maintenance.

Responsibilities

• Communicate with customers regarding coverage options.
• Assess customer needs and present suitable insurance options
• Identify opportunities to enhance customer satisfaction and engagement.
• Maintain accurate records and documentation of interactions.

Qualifications

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