Remote Customer Retention Specialist: Build Trust & Growth

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

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.