Customer Retention Specialist - State Farm Agent Team Member

Rachael-Spoon---State-Farm-Agent; Klamath Falls (OR); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Bonus based on performance

Job summary

Rachael Spoon - State Farm Agent in Klamath Falls, OR is seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth.

This role focuses on assisting the team with day-to-day activities that help the agency better serve our customers, including billing, claims, policy needs, and account updates.

If you’re a calm, empathetic communicator who genuinely cares about the community and can work well with a team, you’ll fit in and grow with us.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Desire to help your team be the best for your customers.
• Previous experience in customer service or account management preferred.
• Obtaining applicable state insurance licenses is preferred, but not required.

Responsibilities

• Communicate with existing customers regarding billing, claim and policy needs.
• 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.
• Assist and collaborate with team members to meet retention and outreach objectives.

Skills

Strong interpersonal skills

Problem-solving abilities

Effective communication

Listening skills

Detail-oriented

Team player

Customer service

Education

State insurance licenses (preferred)

Job description

Benefits:

• Opportunity for advancement


• Training & development


• Bonus based on performance

You May Be a Great Fit as a Customer Retention Specialist at Rachael Spoon - State Farm Agent if:

• You’re the person people turn to when they need a hand - 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 finding the answer or directing them to one of your teammates.


• You’re compassionate under pressure and can help someone through their worst day with clarity and empathy.

Location Address:

Klamath Falls, OR 97603

At Rachael Spoon - 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 assisting the team with day-to-day activities that help the agency to better serve our customers.

Responsibilities

• Communicate with existing customers regarding billing, claim and policy needs.


• 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.


• Assist and 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.


• Desire to help your team be the best for your customers.


• Previous experience in customer service or account management preferred.


• Obtaining applicable state insurance licenses is preferred, but not required.