Customer Retention Specialist - State Farm Agent Team Member

Tracey Sova - State Farm Agent; Tuscaloosa (AL); On-site; USD 38,000 - 45,000; Full time

Benefits offered by this job

Paid time off

Signing bonus for holding Alabama Property & Casualty License

Training and mentorship

Growth opportunities

Job summary

Tracey Sova - State Farm Agent in Tuscaloosa is seeking a Customer Engagement & Retention Specialist to manage customer interactions and drive retention strategies. You will provide exceptional service, identify upsell opportunities in auto, home, and life insurance, and monitor customer feedback.

Ideal candidates are organized, motivated, and willing to obtain necessary insurance licenses. The position offers an annual base pay of $38,000-$45,000 plus uncapped commissions, no weekends or nights, and significant growth potential within the agency.

Qualifications

• Minimum 2-3 years in customer service, client retention, or account management.
• Ability to juggle multiple tasks and deadlines.
• Ready to obtain Property & Casualty and Life & Health Insurance Licenses.

Responsibilities

• Manage a high volume of customer interactions daily through calls and emails.
• Provide personalized service to clients, guiding them through policies.
• Monitor retention metrics and customer feedback for trends.

Skills

Customer service experience

Multi-tasking

Organization

Problem solving

Interpersonal skills

Job description

Benefits

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources

Customer Engagement & Retention Specialist

This high‑energy, multi‑tasking role demands exceptional organizational skills and the ability to juggle multiple priorities without compromising customer service quality. If you thrive in a busy environment, love building relationships, enjoy purposeful marketing and sales, and want to make a measurable impact, this opportunity is for you.

What You'll Do

Retention Champion & Multi‑tasker: Manage a high volume of customer interactions daily. Through phone calls, emails, and follow‑ups, expertly handle multiple accounts and requests simultaneously. Your ability to prioritize and multitask ensures that no customer is left waiting and every opportunity to retain business is maximized.

Customer Advocate: Provide top‑tier, personalized service that customers rely on. You'll guide clients through policies, identify coverage gaps, and tailor solutions to fit their unique needs while handling multiple requests throughout the day with professionalism and care.

Problem Solver: Quickly and efficiently resolve issues that may lead to customer dissatisfaction or attrition. You balance responding to immediate concerns while managing ongoing retention strategies within a busy workflow.

Data‑Driven Strategist: Monitor retention metrics and customer feedback to identify trends and areas for improvement.

Sales Superstar: While this position focuses on exceptional customer service and retention, it also includes important sales responsibilities. You will identify upsell and cross‑sell opportunities within our existing customer base—specifically targeting auto, home, and life insurance products—to meet established sales quotas. This position does require some cold calling.

Process Pro: Ensure all customer interactions comply with company policies, document communications accurately, and maintain up‑to‑date records, ensuring every customer interaction is flawless—from phone calls and emails to paperwork and follow‑ups.

Who You Are

• Experienced: Minimum 2-3 years in customer service, client retention, or account management, ideally in a fast‑paced, multi‑tasking environment.
• Energetic & Motivated: Highly positive energy and motivation to grow with the company; money motivated is also a must.
• Organized & Detail‑Oriented: Exceptionally organized and detail‑focused—great service depends on it. Skilled at juggling multiple tasks and deadlines.
• Creative Problem Solver: Think outside the box to meet customer needs and improve processes.
• Communicative & Personable: Strong interpersonal skills, able to engage customers from diverse backgrounds with ease.
• Independent & Collaborative: Works well independently with limited supervision while maintaining positive relationships within a team.
• Licensed or Willing to Get Licensed: Ready to obtain Property & Casualty and Life & Health Insurance Licenses if not already held.

Why You'll Love Working Here

• Paid time off (vacation and personal/sick days) to recharge.
• $38,000‑$45,000 Annual Base Pay + uncapped commissions & bonuses that reward your hustle.
• Base pay determined by interview and experience level.
• Growth potential/opportunities for advancement within the agency: top performers who are self‑motivated and coachable will thrive with an enhanced compensation plan. Leadership roles available within 9–12 months for high performers.
• No weekends or nights.
• Collaborate with top performers who push boundaries, celebrate wins, and support each other to reach new heights.
• Rock‑solid training and mentorship to fuel growth and success.
• Signing bonus if you currently hold an Alabama Property & Casualty License.

If you are not already licensed, we are willing to guide you through the certification process and get you trained. We’re looking for someone outgoing, a positive thinker, a motivated self‑starter, skilled with paying attention to details, extremely organized & creative.