CUSTOMER RETENTION SPECIALIST - STATE FARM AGENT TEAM MEMBER

Amy Smith Gardner Insurance; Mountain Brook (AL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Amy Gardner State Farm is seeking a Customer Retention Specialist to foster ongoing relationships, manage policy renewals, and support office growth in Birmingham. This role focuses on outreach, renewal communications, and proactive engagement with clients.

You will review accounts, present coverage options, maintain accurate records, and collaborate with teammates to meet retention and service goals while delivering care and clarity in every interaction.

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.
• Willing and able to commute to office.

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

Communication skills

Attention to detail

Customer service experience

Insurance licenses

Office commute

Job description

Responsive recruiter

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

You May Be a Great Fit as a Customer Retention Specialist at Amy Gardner State Farm 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.

3900 Montclair Road Ste 350. Birmingham, AL 35213

At Amy Gardner 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.

We strive to have a family approach to our customers and want them to feel valued and appreciated.

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.
• Willing and able to commute to office

Compensation $40,000.00 - $60,000.00 per year