Customer Retention Specialist - State Farm Agent Team Member

Mcdonaldinsurancegroup; Lancaster (OH); On-site; USD 20,664 - 27,552; Full time

Benefits offered by this job

Simple IRA matching

Commissions

Bonuses based on performance

Health insurance

Paid time off

Signing bonus

Opportunity for advancement

Job summary

Mcdonaldinsurancegroup in Lancaster, OH, is seeking a Customer Retention Specialist to support customer relationships and contribute to office growth. This position emphasizes outreach, policy renewals, and maintaining strong client relationships.

The ideal candidate is a natural relationship-builder, calm under pressure, and dedicated to providing excellent service that positively impacts the community. The role offers competitive compensation, ranging from $15.00 to $20.00 per hour, along with benefits like health insurance.

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 abilities

Effective communication

Listening skills

Detail-oriented

Job description

Future Opening: Customer Retention Specialist - State Farm Agent Team Member

• Simple IRA matching
• Simple IRA
• Commissions
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus

Who Should Apply

• 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: Lancaster, OH 43130

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.

Compensation: $15.00 - $20.00 per hour

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.