Customer Retention Specialist - State Farm Agent Team Member

Nick Mortallaro; Grain Valley (MO); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Job summary

Mortallaro Insurance Agency Inc is seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. The role focuses on outreach, policy renewals, and relationship maintenance, with a culture of growth and client care.

The team emphasizes integrity, community service, and delivering reliable protection with personalized plans, while offering opportunities for advancement and a supportive work environment.

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

Problem-solving

Communication

Active listening

Detail-oriented

Customer service experience

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off

ABOUT US:

At our top-performing insurance and financial services agency, we believe in a “work hard, play hard” culture where fun and productivity go hand in hand. Our team is driven, goal-oriented, and passionate about delivering world‑class customer service while ensuring our clients are properly protected.

We pride ourselves on fostering an environment that supports professional development and personal growth. Here, you’ll find ample opportunities for advancement as we are committed to helping our employees achieve both their career aspirations and individual goals.

Join us if you’re ready to be part of a dynamic, supportive team that values excellence, collaboration, and a balanced approach to work and life.

You May Be a Great Fit as a Customer Retention Specialist at Mortallaro Insurance Agency, Inc 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: 401 SW Eagles Parkway, Grain Valley, Mo 64029

At Mortallaro Insurance Agency Inc, 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.