Customer Retention Specialist - State Farm Agent Team Member

Kimberly Shurtleff - State Farm Agent; Boise (ID); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Wellness resources

Bonus based on performance

Job summary

Kimberly Shurtleff - State Farm Agent in Boise, Idaho is seeking a Customer Retention Specialist to support ongoing relationships with policyholders. You will focus on outreach, policy renewals, and maintaining trusted advisory connections.

The role emphasizes calm, empathetic communication, problem solving, and collaboration with the team to grow the office and improve customer experience. Applicants should be prepared to obtain state licenses and deliver clear, personalized guidance.

Qualifications

• Excellent interpersonal and problem-solving abilities.
• Strong verbal and written 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

Communication skills

Attention to detail

CS/AM experience

License eligibility

Job description

Benefits

• Paid time off
• Wellness resources
• Bonus based on performance

You May Be a Great Fit as a Customer Retention Specialist at Kimberly Shurtleff - 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: Boise, ID 83705

At Kimberly Shurtleff - 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. Whether we're helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. 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, policy renewals, and relationship maintenance.

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.

Qualifications

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