Customer Retention Specialist - State Farm Agent Team Member

State Farm; Edmond (OK); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

401(k) matching

Company parties

Job summary

Thomas Webber - State Farm Agent in Edmond, OK is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and office growth. This role focuses on outreach, policy renewals, and relationship maintenance within a local community.

You’ll engage with existing customers to review coverage, suggest updates, and document interactions, while collaborating with team members to meet retention goals and provide exceptional service during every contact.

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 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

Customer service experience

Insurance licensing readiness

Job description

Benefits

• Opportunity for advancement
• Paid time off
• 401(k) matching
• Company parties

You May Be a Great Fit as a Customer Retention Specialist at Thomas Webber - 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.

At Thomas Webber - 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.
• 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.

Location Address: Edmond, OK 73034