Retention & Growth Specialist for Existing Clients

Agent Hannah; Mount Washington, Louisville (KY, KY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Parental leave

401(k)

401(k) matching

Half-day Fridays (full-time)

Job summary

State Farm Agent Team in Mt. Washington, KY is seeking a Customer Retention Specialist to manage and grow an established book of clients, delivering exceptional service and proactive coverage reviews.

This full-time role emphasizes retention, account growth, and trusted advisor relationships. We offer health insurance, PTO, parental leave, 401(k) with matching, and a supportive, flexible work environment.

Qualifications

• Experience in managing and growing an existing book of business.
• Strong client relationship skills and proactive communication.
• Ability to identify coverage gaps and propose suitable solutions.

Responsibilities

• Manage and grow an assigned book of existing clients.
• Proactively contact clients to conduct policy and coverage reviews.
• Identify coverage gaps and recommend suitable insurance and financial products.
• Strengthen client relationships through consistent communication and advice.
• Resolve policy, billing, and claims-related questions with service excellence.
• Improve client retention through proactive follow-up.
• Grow account value through cross-selling, upselling, and referrals.
• Maintain accurate client records in the agency management system.

Skills

Relationship building

Sales experience

Customer service

Communication skills

Job description

State Farm Agent Team in Mt. Washington, KY is seeking a Customer Retention Specialist to manage and grow an established book of clients, delivering exceptional service and proactive coverage reviews.

This full-time role emphasizes retention, account growth, and trusted advisor relationships. We offer health insurance, PTO, parental leave, 401(k) with matching, and a supportive, flexible work environment.