Customer Retention Specialist - State Farm Agent Team Member

Hunter Bolden; Nashville (TN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Free uniforms

Paid time off

Training & development

Wellness resources

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Free food & snacks

Job summary

Hunter Bolden State Farm is seeking a customer/sales focused professional to manage policy renewals, verify coverage, and proactively help clients add additional protection, especially when we lack recent reviews.

You will primarily work with home, condo, and business owners, reviewing renewals, upselling life insurance and umbrella policies, and re-engaging customers with value-driven conversations. Training may be provided.

Qualifications

• Sales experience preferred; strong customer service background acceptable.
• Reliable transportation for occasional meetings.
• Ability to meet and exceed call and appointment goals.
• Must obtain/maintain required insurance sales licenses.
• Strong computer/CRM skills or willingness to learn quickly.

Responsibilities

• Review renewals for existing customers to confirm coverage details are correct, information is current, and deductibles/limits/mayment methods meet client needs.
• Upsell and cross-sell protection products including life insurance, umbrella policies and additional home/business protections.
• Re‑engage customers when reviews aren’t available by communicating value and asking thoughtful questions.
• Document outcomes in the CRM with call outcomes, quotes, and follow-ups.
• Meet daily/weekly performance goals related to renewals, product recommendations, and appointments.

Skills

Customer service

Sales experience

Communication

CRM skills

Organization

Tools

CRM systems

Job description

Benefits

• Free uniforms
• Paid time off
• Training & development
• Wellness resources
• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Free food & snacks

About Us

Hunter Bolden State Farm helps protect families and businesses with dependable coverage and great service. We’re looking for a customer/sale focused professional to manage policy renewals, verify coverage accuracy, and proactively help clients add additional protection especially when we don’t have recent customer reviews to rely on.

What You’ll Do

You will mainly work with current customers when their home, condo, and business owners:

1. Review renewals for existing customers to confirm:
   • Coverage details are correct
   • Information is up to date
   • Deductibles, limits, and payment methods match client needs
2. Upsell and cross-sell protection products they may not currently have, including:
   • Life insurance
   • Umbrella policies
   • Additional home/business protections as offered by State Farm
   • Any other relevant products the client qualifies for
3. Re-engage customers when reviews aren’t available by:
   • Communicating value clearly
   • Asking thoughtful questions about current needs
   • Building trust through accurate, professional coverage conversations
   • Zoom meetings / State Farm Connect with customers
4. Document everything in the CRM system:
   • Call outcomes
   • Policy review notes
   • Quotes/appointments requested
   • Follow-ups needed
5. Meet daily/weekly performance goals related to:
   • Renewal conversations
   • Product recommendations
   • Appointments set and sales closed (as applicable)

You May Be a Great Fit if You:

• Enjoy talking with customers and helping them understand insurance options
• Are organized and consistent with follow-ups
• Can handle objections professionally and confidently
• Understand that renewals are about service + relationship, not just selling
• Communicate clearly and professionally over the phone
• Are comfortable working toward measurable goals

Sales experience preferred, but strong candidates with customer service experience are encouraged to apply. Training may be provided.

Requirements

• Reliable transportation (if needed for occasional meetings)
• Ability to work phone hours and meet call/goal expectations
• Strong computer/CRM skills (or willingness to learn quickly)
• Must be able to obtain/maintain required licenses for insurance sales (we can share specifics during hiring)

Benefits (Customize)

• Paid time off and holidays
• Retirement plan options (if applicable)
• Commission/bonus incentives
• Ongoing training and mentorship

Thanks,