Insurance Customer Retention Specialist

Bindu Verma - State Farm Agent; Princeton (NJ); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health insurance allowance

Telehealth

Paid time off

Profit sharing

Wellness resources

401(k)

401(k) matching

Bonus based on performance

Job summary

Bindu Verma - State Farm Agent in Princeton, NJ seeks a Customer Retention Specialist to support ongoing relationships and drive office growth. This role focuses on outreach, policy renewals, and proactive engagement with existing customers to maintain trust and loyalty.

You will review accounts, communicate renewal options, and work with the team to meet retention goals while delivering high-quality service and support to the community.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with focus on customer experience.
• Experience in customer service or account management preferred.
• Must be able to obtain applicable state insurance licenses.
• Prior experience with a major insurance carrier required.

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

Listening skills

Detail-oriented

Customer service

Education

State insurance license (required)

Job description

Bindu Verma - State Farm Agent in Princeton, NJ seeks a Customer Retention Specialist to support ongoing relationships and drive office growth. This role focuses on outreach, policy renewals, and proactive engagement with existing customers to maintain trust and loyalty.

You will review accounts, communicate renewal options, and work with the team to meet retention goals while delivering high-quality service and support to the community.