Customer Retention Specialist - State Farm Agent Team Member

Tyler Peterson - State Farm Agent; Madison (WI); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Life Insurance

Free food & snacks

Training & development

Bonus based on performance

Competitive salary

Résumé du poste

Tyler Peterson - State Farm Agent in Madison, WI is seeking a Customer Retention Specialist to nurture existing client relationships, support policy renewals, and drive office growth. You’ll focus on outreach, renewals, and relationship maintenance to protect what matters most for customers.

The role rewards proactive problem solving, clear communication, and attention to detail, with opportunities for training and development, bonus based on performance, and a supportive team 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.

Responsabilités

• 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.

Connaissances

Interpersonal skills

Communication skills

Attention to detail

Customer service exp

Licensing eligibility

Description du poste

Benefits:

• Life Insurance
• Free food & snacks
• Training & development
• Bonus based on performance
• Competitive salary

You May Be a Great Fit as a Customer Retention Specialist at Tyler Peterson - 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: Madison, WI 53714

At Tyler Peterson - 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 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.