Remote Retention & Renewal Specialist

Ken Caparoni - State Farm Agent; United States; Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive hourly rate

Coaching & mentorship

Advancement opportunities

Paid time off

Training & development

401(k) matching

Performance bonus

Flexible schedule

Job summary

Ken Caparoni State Farm Agency is looking for a Customer Retention Specialist to support ongoing relationships with policyholders. This remote role focuses on renewals, outreach, and identifying opportunities to meet clients' evolving needs.

You’ll communicate options, review accounts, maintain records, and collaborate with the team to drive retention and office growth while delivering outstanding service to the community.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Experience in customer service or account management.
• Ability 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 skills

Listening skills

Attention to detail

Customer service experience

Education

State insurance license (pending)

Job description

Ken Caparoni State Farm Agency is looking for a Customer Retention Specialist to support ongoing relationships with policyholders. This remote role focuses on renewals, outreach, and identifying opportunities to meet clients' evolving needs.

You’ll communicate options, review accounts, maintain records, and collaborate with the team to drive retention and office growth while delivering outstanding service to the community.