Customer Retention Specialist - State Farm Agent Team Member

Sfventura

California (MO)

On-site

USD 55,000 - 75,000

Full time

13 days ago
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Benefits offered by this job

Competitive hourly rate
Coaching and mentorship
Opportunity for advancement
Paid time off
401(k) matching
Bonus based on performance
Training & development
Flexible schedule

Job summary

Ken Caparoni State Farm Agency is seeking a Customer Retention Specialist to manage ongoing relationships, handle outreach, and support policy renewals. This fully remote role emphasizes excellent customer service and proactive retention strategies for clients across the US.

Ideal candidates demonstrate strong communication, problem-solving, and a detail-oriented approach to maintain accurate records. State insurance licensing is required or must be pursued as part of joining the team.

Qualifications

  • Strong interpersonal and problem-solving abilities.
  • 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.

Responsibilities

  • Communicate with existing customers regarding renewals and coverage options.
  • Review accounts and assist with updates or changes as needed.
  • Identify opportunities to pivot to other needs.
  • Maintain accurate records and documentation of interactions.
  • Collaborate with team members to meet retention and outreach objectives.

Skills

Interpersonal skills
Problem solving
Communication skills
Customer experience focus
State insurance licensing readiness

Job description

Customer Retention Specialist - State Farm Agent Team Member

Full Time in Fully Remote - US

  • Competitive Hourly Rate
  • Coaching and Mentorship
  • Opportunity for advancement
  • Paid time off
  • 401(k) matching
  • Bonus based on performance
You May Be a Great Fit as a Customer Retention Specialist at Ken Caparoni State Farm Agency 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 1583 Spinnaker Dr Ste 21, Ventura, CA 93001 or Fully Remote

At our agency, 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 pivot to other needs.
  • Maintain accurate records and documentation of interactions.
  • Collaborate with team members to meet retention and outreach objectives.
Qualifications
  • Strong interpersonal and problem-solving abilities.
  • 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.

This is a remote position.

Compensation $55,000.00 - $75,000.00 per year

Customer Retention Specialist - State Farm Agent Team Member

Full Time in Fully Remote - US

  • Competitive Hourly Rate
  • Coaching and Mentorship
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k) matching
  • Bonus based on performance
  • Flexible schedule
You May Be a Great Fit as a Customer Retention Specialist at Ken Caparoni State Farm Agency 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 1583 Spinnaker Dr Ste 21, Ventura, CA 93001 or Fully Remote

At our agency, 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 pivot to other needs.
  • Maintain accurate records and documentation of interactions.
  • Collaborate with team members to meet retention and outreach objectives.
Qualifications
  • Strong interpersonal and problem-solving abilities.
  • 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.

This is a remote position.

Compensation $55,000.00 - $75,000.00 per year

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