Customer Retention Specialist - State Farm Agent Team Member

Dustin Kirkman - State Farm Agent; Ozark (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

Performance-based bonus

Competitive salary

Job summary

Dustin Kirkman State Farm Agency in Ozark, MO is seeking a Customer Retention Specialist to strengthen relationships with existing customers, handle billing, renewals, policy changes, and coverage questions, and support agency growth through in-book opportunities.

The ideal candidate will be friendly, empathetic, and sales-minded, with licensing in place or the ability to obtain licenses; life insurance production is a key focus and community involvement is valued in this busy, in-office role.

Qualifications

• Active P&C and Life & Health licenses required.
• Previous insurance or customer service experience preferred.
• Strong communication and empathy needed.

Responsibilities

• Helping customers with billing, renewals, policy changes, and coverage questions.
• Providing calm and empathetic support during claims-related conversations.
• Reviewing accounts to identify missing or outdated coverage.
• Following up with customers regarding pending service and sales needs.
• Discussing life insurance and other appropriate protection options.
• Working toward monthly retention and in-book sales goals.
• Requesting referrals from satisfied customers.
• Encouraging customers to share their experiences through Google reviews.
• Documenting customer conversations and next steps accurately.
• Supporting coworkers and adjusting to changing office priorities.

Skills

Customer service

Sales

Communication

Relationship building

Licensing knowledge

Community involvement

Education

Active Property & Casualty and Life & Health licenses

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

Customer Retention Specialist

Dustin Kirkman State Farm Agency
201 South 3rd Street, Ozark, MO 65721
Full-Time | In-Office

Build Relationships That Keep Customers Protected

Are you someone who brings positive energy to the workplace and genuinely enjoys helping people? Dustin Kirkman State Farm is looking for a friendly, empathetic, and motivated Customer Retention Specialist to join our Ozark office.

This position centers on strengthening relationships with current customers. You will help resolve service needs, review existing coverage, and ensure customers continue to feel supported by the agency. You will also play an active role in agency growth by identifying additional insurance needs within the existing book of business.

Life insurance production is a key responsibility of this role. The ideal candidate will be comfortable introducing life insurance during appropriate customer conversations and following up consistently to help customers protect what matters most.

We are especially interested in someone who is connected to the Ozark area, enjoys being involved in the community, and understands the value of building a strong local reputation.

A Typical Day May Include

• Helping customers with billing, renewals, policy changes, and coverage questions
• Providing calm and empathetic support during claims-related conversations
• Reviewing accounts to identify missing or outdated coverage
• Following up with customers regarding pending service and sales needs
• Discussing life insurance and other appropriate protection options
• Working toward monthly retention and in-book sales goals
• Requesting referrals from satisfied customers
• Encouraging customers to share their experiences through Google reviews
• Documenting customer conversations and next steps accurately
• Supporting coworkers and adjusting to changing office priorities

The Person We’re Looking For

You may be a strong fit for this opportunity if you are:

• Upbeat, approachable, and professional
• Empathetic and patient when helping customers
• Comfortable balancing customer service with sales expectations
• Motivated to meet life insurance and in-book production goals
• Confident asking for referrals and Google reviews
• Organized, dependable, and consistent with follow-up
• Flexible and willing to support the team where needed
• Familiar with or connected to the local Ozark community
• Able to work effectively in a busy, customer-focused office

Prior insurance, account management, or customer service experience is preferred.

Licensing

Candidates must hold active Property & Casualty and Life & Health licenses before beginning employment. Applicants who are not currently fully licensed must complete all licensing requirements prior to their first day.

Licensing guidance, resources, and support will be provided to help qualified candidates complete the process.

What the Agency Offers

• Competitive base compensation
• Commission and performance-based incentives
• Licensing support
• Ongoing coaching and professional development
• A positive, team-oriented office environment
• Clear goals and opportunities for long-term growth

Equal Opportunity Employer

Dustin Kirkman State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.