Customer Retention Specialist - State Farm Agent Team Member

Andrew Gannon - State Farm Agent; Martinsville (IN); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Flexible part-time schedule

Hands-on training and development

Career growth opportunities

Supportive team environment

Job summary

Andrew Gannon - State Farm Agent is seeking a friendly, dependable customer service specialist to support daily agency operations and help customers with their insurance needs.

You will greet customers, answer calls, and maintain strong relationships while focusing on retention and proactive service in a fast-paced office setting.

Qualifications

• Experience in customer service, reception, or account management preferred.
• Willingness to obtain necessary insurance licenses.
• Insurance experience is a plus but not required.
• Ability to follow up on billing concerns and account updates.

Responsibilities

• Greet customers, answer incoming phone calls, and provide a welcoming and professional experience.
• Build and maintain strong customer relationships through exceptional service and proactive communication.
• Assist existing customers with policy questions, billing inquiries, account updates, and general insurance needs.
• Focus on customer retention by following up on billing concerns, upcoming cancellations, and customer service requests.
• Proactively contact existing customers to ensure satisfaction and identify opportunities to improve their coverage.
• Schedule appointments, assist with policy reviews, and coordinate follow-ups with agency team members.
• Identify opportunities to recommend additional insurance products and services based on customer needs.
• Support agency sales and retention goals through customer outreach, relationship building, and follow-up activities.
• Maintain accurate customer records and document interactions in agency systems.
• Work collaboratively with team members to ensure customer needs are handled efficiently and professionally.
• Meet established customer service, retention, and activity goals.

Skills

Customer service mindset

Communication skills

Organizational skills

Multitasking

Goal-oriented

Relationship building

Education

High school diploma or equivalent

Tools

CRM/Agency systems

Job description

Benefits:

• Opportunity for advancement
• Training & development
• Bonus based on performance

As a customer retention specialist with Andrew Gannon State Farm, you will play an important role in creating a positive customer experience and supporting the daily operations of our agency.

We are looking for a friendly, dependable, and detail-oriented individual who enjoys helping people, building relationships, and providing exceptional customer service. You will be one of the first points of contact for our customers, helping answer questions, resolve concerns, and ensure their insurance needs are being met.

This position is primarily focused on customer service, customer retention, and account management, with opportunities to identify customer needs and recommend additional insurance products and services.

Our ideal candidate is someone who takes initiative, enjoys working toward goals, and wants to be part of a team that values both customer satisfaction and professional growth.

RESPONSIBILITIES:

• Greet customers, answer incoming phone calls, and provide a welcoming and professional experience.
• Build and maintain strong customer relationships through exceptional service and proactive communication.
• Assist existing customers with policy questions, billing inquiries, account updates, and general insurance needs.
• Focus on customer retention by following up on billing concerns, upcoming cancellations, and customer service requests.
• Proactively contact existing customers to ensure satisfaction and identify opportunities to improve their coverage.
• Schedule appointments, assist with policy reviews, and coordinate follow-ups with agency team members.
• Identify opportunities to recommend additional insurance products and services based on customer needs.
• Support agency sales and retention goals through customer outreach, relationship building, and follow-up activities.
• Maintain accurate customer records and document interactions in agency systems.
• Work collaboratively with team members to ensure customer needs are handled efficiently and professionally.
• Meet established customer service, retention, and activity goals.

QUALIFICATIONS:

• Strong communication and interpersonal skills with a customer-first mindset.
• Friendly, positive, and professional attitude.
• Excellent organizational skills and attention to detail.
• Ability to multitask and manage priorities in a fast-paced office environment.
• Self-motivated with a willingness to work toward individual and team goals.
• Comfortable having conversations with customers about their insurance needs and identifying opportunities for additional coverage.
• Previous experience in customer service, reception, administrative support, or account management preferred.
• Insurance experience is a plus but not required.
• Willingness to obtain necessary insurance licenses.

WHAT WE OFFER:

• Flexible part-time schedule.
• Supportive, team-oriented work environment.
• Hands-on training and opportunities to learn about the insurance industry.
• Opportunities for professional development and career growth.
• The chance to make a meaningful difference by helping individuals and families protect what matters most.

If you are dependable, motivated, and enjoy building relationships while helping others, we would love to hear from you!