Customer Retention Specialist - State Farm Agent Team Member

Ken Petersen - State Farm Agent; Burlington (IA); On-site; USD 21,000 - 2,480,000; Part time

Benefits offered by this job

Family Focused

Flexible Scheduling

Paid Continuing Education

Paid Licensing

Opportunity for advancement

Training & development

Job summary

Ken Petersen - State Farm Agent is hiring a part-time Customer Retention Specialist in Burlington, IA. The role runs Monday–Friday from 12:00 PM to 5:00 PM, approximately 25 hours per week, at $15.50 per hour.

The position focuses on retaining existing customers through high-quality service, policy changes, follow-up, and coverage conversations. The ideal candidate will understand customer needs, identify gaps in coverage, and connect customers with additional insurance or financial-services

Qualifications

• Customer-focused mindset and positive attitude.
• Strong communication skills, both verbal and written.
• Attention to detail and organized approach to tasks.
• Willingness to learn and adapt in a fast-paced office.

Responsibilities

• Assist existing customers with policy and account service needs.
• Handle policy changes, billing questions, and general customer concerns.
• Help resolve customer issues and support retention efforts.
• Educate customers regarding coverage and available options.
• Identify opportunities for additional protection and cross-sell.
• Schedule appointments for additional insurance or financial-services conversations.
• Maintain accurate documentation and follow-up.
• Work closely with the Office Manager and Agent.

Skills

Customer service

Communication

Detail oriented

Organized

Coachable

Insurance knowledge

Job description

Benefits:

• Family Focused
• Flexible Scheduling
• Paid Continuing Education
• Paid Licensing
• Opportunity for advancement
• Training & development

Customer Retention Specialist

Part-Time | Monday–Friday | 12:00 PM–5:00 PM

$15.50 per hour

We are looking for a positive, dependable, and customer-focused Customer Retention Specialist to join our team.

This position will primarily focus on supporting and retaining our existing customers through high-quality service, account assistance, policy changes, follow-up, and coverage conversations.

We are looking for someone who will do more than simply process requests. The right person will take the time to understand customer needs, identify potential gaps in coverage, and help connect customers with additional insurance or financial-services conversations when appropriate.

Responsibilities

• Assist existing customers with policy and account service needs
• Handle policy changes, billing questions, and general customer concerns
• Help resolve customer issues and support retention efforts
• Educate customers regarding coverage and available options
• Identify opportunities for additional protection, including liability, umbrella, property, personal articles, life, and health products
• Schedule appointments for additional insurance or financial-services conversations
• Maintain accurate documentation and follow-up
• Work closely with the Office Manager and Agent
• Contribute to a positive, professional, team-oriented office culture

Ideal Candidate

• Positive and professional
• Coachable
• Detail-oriented
• Organized and dependable
• Comfortable talking with customersConfident making recommendations
• Willing to learn
• Able to work in a fast-paced office
• Team-oriented and accountable

Insurance experience is preferred but not required.

Licensing

No licensing required to start. There will be the opportunity to pursue licensing based on the needs of the agency.

Schedule

Monday through Friday

12:00 PM–5:00 PM

Approximately 25 hours per week.

Compensation

$15.50 per hour