Customer Retention Specialist - State Farm Agent Team Member

FRANK CUSTABLE - State Farm Agent; Wheaton (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Performance bonus

Company events

Competitive pay

Flexible schedule

Free snacks

Career advancement

Paid time off

Signing bonus

Training & development

Job summary

Frank Custable's State Farm seeks a Customer Retention Specialist to support ongoing relationships, renewals, and office growth. The role emphasizes outreach, policy renewals, and proactive engagement with clients to maintain high satisfaction.

Ideal candidates have strong interpersonal skills, attention to detail, and a track record in customer service or account management. Licensing for insurance is required by state regulations.

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

Communication skills

Active listening

Attention to detail

Customer service or account management

Education

State insurance licenses (required)

Job description

Benefits:

• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development

You May Be a Great Fit as a Customer Retention Specialist at Frank Custable's 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 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: 2100 Manchester Rd. Bldg. A Ste. 309 Wheaton, IL 60187

At Frank Custable's State Farm, 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 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.
• Property, casualty, life, & health licensed preferred