Customer Retention Specialist - State Farm Agent Team Member

Ginny Thompson - State Farm Agent; Boerne (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Ginny Thompson State Farm is seeking a Customer Retention Specialist who is service-focused and passionate about helping customers, building strong relationships, and delivering an exceptional service experience.

You will support policyholders with renewals, billing questions, and coverage inquiries, maintain accurate records of interactions, and collaborate with the sales team to identify opportunities that strengthen long-term client relationships at our Boerne, TX agency.

Qualifications

• Active Property & Casualty licensing strongly preferred.
• Active Life & Health licensing strongly preferred.
• Previous insurance industry experience is preferred.
• Excellent communication and strong follow-through.

Responsibilities

• Providing exceptional service and support to existing customers
• Assisting with policy renewals, updates, billing questions, and coverage inquiries
• Maintaining accurate documentation of customer interactions
• Identifying potential coverage opportunities and referring those leads to the sales team
• Building strong relationships that support long-term customer retention
• Collaborating with team members to ensure a seamless customer experience

Skills

Customer service

Relationship building

Communication

Active listening

Job description

Future Opening: Customer Retention Specialist - State Farm Agent Team Member

Replies within 24 hours

• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Customer Retention Specialist – Service Focused

Deliver Exceptional Service. Strengthen Relationships. Support Agency Growth.

Ginny Thompson State Farm is seeking an experienced, service-oriented Customer Retention Specialist who is passionate about helping customers, building strong relationships, and delivering an exceptional service experience.

This position is designed for someone who thrives in a customer-focused environment and takes pride in solving problems, supporting policyholders, and maintaining long-term client relationships.

Experienced insurance professionals are strongly encouraged to apply. Candidates who already hold active Property & Casualty and/or Life & Health insurance licenses are strongly preferred. Previous insurance industry experience, particularly within a State Farm agency or similar insurance environment, is also highly preferred.

While this is primarily a service-focused position, the ideal candidate will also be comfortable recognizing potential coverage opportunities and referring those leads to our sales team when additional coverage or policy changes may benefit the customer.

What You'll Be Doing

As a Customer Retention Specialist, you will play an important role in maintaining strong customer relationships and supporting policyholders with their ongoing insurance needs.

Your day-to-day responsibilities will include:

• Providing exceptional service and support to existing customers
• Assisting with policy renewals, updates, billing questions, and coverage inquiries
• Maintaining accurate documentation of customer interactions
• Identifying potential coverage opportunities and referring those leads to the sales team
• Building strong relationships that support long-term customer retention
• Collaborating with team members to ensure a seamless customer experience

You will help ensure customers receive accurate, timely support and a smooth, positive experience throughout their relationship with the agency.

Who We're Looking For

We are especially interested in candidates who bring previous insurance knowledge and are prepared to step into a service-focused environment.

Preferred qualifications include:

• Active insurance licensing strongly preferred
• Previous insurance industry experience strongly preferred
• Strong customer service and relationship-building skills
• Excellent communication and active listening abilities
• Organized and detail-oriented with strong follow-through
• Ability to multitask in a fast-paced environment

Licensing Requirements

This position is contingent upon becoming fully licensed.

Already licensed? Even better. Active Property & Casualty and/or Life & Health licensing is strongly preferred, and candidates with previous insurance or State Farm agency experience will receive strong consideration.

For candidates who still need to complete licensing:

• Property & Casualty licensing must be obtained prior to Day 1
• Life & Health licensing must be obtained within 45 days of starting
• Full licensing guidance and support is available for qualified candidates who need to complete remaining requirements

What You Can Expect

• Competitive base salary plus performance incentives
• Licensing support for qualified candidates who need to complete remaining requirements
• Ongoing training and professional development
• A collaborative, service-focused team environment
• Career growth opportunities within the agency

Ready to Continue Building Your Insurance Career?

Ginny Thompson State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.

Compensation: $50,000.00 - $70,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Boerne, TX and help customers with their insurance and financial services needs, including:

• Home insurance
• Life insurance

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Make a difference in your community every day

Gain confidence and grow your career

Earn benefits and rewards that are second to none