Customer Retention Specialist - State Farm Agent Team Member

Ken Caparoni - State Farm Agent; Ventura (CA); Hybrid; USD 30,000 - 47,000; Full time

Benefits offered by this job

Competitive Hourly Rate

Coaching and Mentorship

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Flexible schedule

Job summary

Ken Caparoni State Farm Agency is seeking a Customer Retention Specialist to support ongoing relationships with existing clients, focusing on renewals and outreach. This remote position offers flexible scheduling and opportunities for advancement.

You will review accounts, discuss coverage options, and identify chances to expand services while maintaining accurate records and collaborating with the team.

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 pivot to other needs.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives.

Skills

Interpersonal skills

Problem-solving

Communication

Listening

Detail-oriented

Customer service/account management

State insurance licenses (obtain)

Job description

Benefits:

• Competitive Hourly Rate
• Coaching and Mentorship
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance
• Flexible schedule

You May Be a Great Fit as a Customer Retention Specialist at Ken Caparoni State Farm Agency if:

• You're the person people call first when life goes sideways - calm, steady, and ready to help.
• You're 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 Address:

1583 Spinnaker Dr Ste 21, Ventura, CA 93001 or Fully Remote

At our agency, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

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 pivot to other needs.
• 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.

This is a remote position.