Customer Retention Specialist - State Farm Agent Team Member

Christina Lindauer - State Farm Agent; Green Bay (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Competitive salary

Free food & snacks

Job summary

Green Bay, WI-based Christina Lindauer Insurance Agency Inc. is seeking a Customer Retention Specialist to support ongoing relationships with clients, focusing on renewals, outreach, and policy updates. The role emphasizes proactive service and retention strategies.

In this position you will communicate with existing customers about renewals and coverage options, review accounts, and maintain accurate records. Strong interpersonal skills and a commitment to community service are essential.

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

Job description

Benefits

• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Free food & snacks

At Christina Lindauer 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.

You May Be a Great Fit as a Customer Retention Specialist at Christina Lindauer - State Farm Agent

• 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

Green Bay, WI

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.