Customer Relations Representative - State Farm Agent Team Member

Benefits:

• Hiring bonus


• 401(k)


• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

Job Description:
The Insurance Retention Specialist plays a key role in keeping customers engaged and supported. This position focuses on setting appointments, reviewing policies with clients to ensure there are no gaps or needed updates, and building long-term relationships that encourage loyalty.



Responsibilities:

• Set appointments with customers to review policies.


• Conduct policy reviews to confirm accurate coverage and identify any gaps or needed changes.


• Handle calls from customers considering cancellation and offer solutions to retain them.


• Make outbound calls (birthday, claims follow-ups, win-back calls).


• Support new customer onboarding for a smooth experience.


• Maintain accurate records of customer interactions and retention efforts.

Qualifications:

• Insurance experience preferred.


• Strong communication and relationship-building skills.


• Attention to detail when reviewing policies.


• Organized and able to manage scheduling and follow-ups.


• Customer-focused with a proactive approach.