Customer Retention Specialist - State Farm Agent Team Member

Scott-Mcdowell---State-Farm-Agent; Katy (TX); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Paid time off

Training & development

Competitive salary

Job summary

Scott McDowell State Farm in Katy, TX is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and outreach. You will maintain accurate records, review accounts, and help clients understand coverage options while delivering friendly, proactive service.

You should be a trusted relationship-builder with strong communication, detail orientation, and the ability to obtain state insurance licenses. Bilingual Spanish preferred to better serve the community.

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.
• Bilingual - Spanish preferred

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

Listening skills

Attention to detail

Customer service experience

Account management experience

State insurance licenses ability

Spanish bilingual

Job description

Benefits:

• Paid time off
• Training & development
• Competitive salary

You May Be a Great Fit as a Customer Retention Specialist at Scott McDowell - 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.

Location Address: 10610 Gaston Road #140 Katy Tx 77494

At Scott McDowell State Farm , 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.
• Bilingual - Spanish preferred