Customer Retention Specialist - State Farm Agent Team Member

Vickyrichey; Oklahoma City (OK); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Flexible schedule

Opportunity for advancement

Training & development

Job summary

Vickyrichey in Oklahoma City is seeking a Customer Retention Specialist to enhance ongoing customer relationships and contribute to office growth. This role involves communicating renewals and coverage options, while ensuring customer satisfaction.

The ideal candidate will have strong interpersonal skills, effective communication abilities, and a detail-oriented focus on customer experience. Previous experience in customer service or account management is preferred, and obtaining state insurance licenses is mandatory.

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

Benefits

• Flexible schedule
• Opportunity for advancement
• Training & development

Ideal Candidate

• 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

Oklahoma City, OK 73139

About the Role

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.