Customer Retention Specialist - State Farm Agent Team Member

Beth Prince; Shelbyville (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Advancement potential

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Beth Prince State Farm in Shelbyville, IN is seeking a Customer Retention Specialist to support ongoing customer relationships, renewals, and growth. You will focus on outreach, policy changes, referrals and building trust with clients while upholding our commitment to education and customer needs.

As part of our team you’ll review accounts, recommend coverage options, and ensure accurate records. If you’re calm under pressure, a natural relationship-builder, and passionate about helping

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in insurance or customer service/account management.
• 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, changes or recommendations as needed.
• Identify opportunities to enhance customer relationships.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives and expectations.

Skills

Interpersonal skills

Problem-solving

Communication skills

Listening skills

Customer-focused

Attention to detail

Licensing ability

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary

You May Be a Great fit as our new Customer Retention Specialist at Beth Prince 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 family, friends and community and are dedicated to providing excellent solutions that make a positive impact on the people around you.
• You’re a natural relationship-builder who earns trust by having great conversation and learning about our customers and work to help our customers know we are a team that puts education and their needs first.
• 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 Address: 308 N. Harrison Street Shelbyville, Indiana 46176

At Beth Prince State Farm, we’re here to help people protect what matters most to them. We take pride in serving our community with integrity, care, and true support. Whether we’re helping someone navigate a claim or personalize a plan with their cars, homes, life and retirement, we believe in doing meaningful work that makes an important difference in the agency they choose. If you're looking to grow your career and income, help others, and be part of a team that strives to do our best every day, you’ll fit right in with our team.

Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy changes, recommendations, referrals, and relationship growth & maintenance.

Responsibilities

• Communicate with existing customers regarding renewals and coverage options.
• Review accounts and assist with updates, changes or recommendations as needed.
• Identify opportunities to enhance customer relationships.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives and expectations.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in insurance setting is preferred. Customer service or account management in another field expected.
• Must be able to obtain applicable state insurance licenses.