Customer Retention Specialist - State Farm Agent Team Member

Phillip Cothran - State Farm Agent; Fontana (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Competitive salary

Free food & snacks

Job summary

Cothran Carroll State Farm Insurance is looking for a Customer Retention Specialist to support ongoing customer relationships and drive office growth. This in-person role focuses on service, team support, and delivering measurable retention results.

The ideal candidate has 3+ years of customer service experience, bilingual Spanish, and the ability to obtain state insurance licenses. You will review accounts, renewals, and recommendations to protect our community.

Qualifications

• 3+ years of customer service experience (recommended).
• Leadership or management experience (preferred).
• Bilingual in Spanish is required.
• 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 office growth objectives.
• Upselling products and coverages that better protect our community

Skills

Customer service

Leadership

Bilingual in Spanish

Interpersonal skills

Communication skills

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Competitive salary
• Free food & snacks

You May Be a Great Fit as a Customer Retention Specialist at Cothran Carroll State Farm Insurance 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.

This is an in-person position.

At Cothran Carroll State Farm Insurance, 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 (Customer Service Team Lead) to support ongoing customer relationships and contribute to office growth. This position focuses on service, team support, customer retention, and deliverable results.

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 office growth objectives.
• Upselling products and coverages that better protect our community

Qualifications

• 3+ years of customer service experience recommended
• Leadership or management experience preferred
• Bilingual in Spanish is required
• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Must be able to obtain applicable state insurance licenses.