Customer Retention Specialist - State Farm Agent Team Member
Meghanmacdonald, Cuyahoga Falls, Ohio, United States, 44223
Customer Retention Specialist – Service-Focused with In-Book Sales Goals
Meghan MacDonald State Farm Agency
Location: 756 Graham Road, Cuyahoga Falls, OH 44221
Job Type: Full-Time | In-Office
Benefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Deliver Exceptional Service. Retain Clients. Drive In-Book Growth.
The Meghan MacDonald State Farm Agency is seeking a Customer Retention Specialist who leads with service excellence while confidently driving in-book sales growth. This role is ideal for a professional who enjoys supporting existing clients, solving problems, and strengthening relationships—while also being accountable to monthly sales goals through needs-based coverage recommendations.
You will work primarily with our existing book of business, managing renewals, policy changes, and service requests, while identifying coverage gaps and recommending additional protection that benefits both the customer and the agency.
Full licensing is required. Candidates must hold Property & Casualty and Life & Health licenses. If not fully licensed, candidates must obtain their Property & Casualty license prior to Day 1 start in the agency. We provide guidance and support to help you complete the licensing process.
What You’ll Do
Communicate with existing customers regarding renewals, coverage questions, and policy updates
Deliver calm, professional service during billing, policy, and claims-related conversations
Conduct proactive account reviews and assist with endorsements, changes, and updates
Identify coverage gaps and pivot service conversations into in-book sales opportunities
Recommend additional products using a needs-based, customer-first approach
Meet established monthly in-book sales goals while maintaining service quality
Maintain accurate documentation of all customer interactions and follow-up activity
Collaborate with team members to support retention, service standards, and growth objectives
What We’re Looking For
Strong service mindset with the ability to confidently transition into sales conversations
Proven relationship-building and customer communication skills
Comfort being accountable to monthly sales and retention goals
Excellent problem-solving skills and follow-through
Detail-oriented with a strong focus on customer experience
Ability to work in a fast-paced, client-focused environment
Prior experience in customer service, account management, or insurance preferred
Full licensing required: Property & Casualty and Life & Health
Why Join the MacDonald Agency
Competitive base salary plus commission and performance incentives
Licensing guidance and support to help you start strong
Ongoing training and professional development
Clear expectations and measurable monthly goals
Supportive team culture focused on service, accountability, and growth
Long-term career opportunities within a stable, growing agency
Ready to Grow Through Service and Sales? If you take pride in delivering excellent service and are motivated to grow through meaningful, in-book sales conversations, we’d love to hear from you.
Apply today to join the Meghan MacDonald State Farm Agency. #J-18808-Ljbffr
Location: 756 Graham Road, Cuyahoga Falls, OH 44221
Job Type: Full-Time | In-Office
Benefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Deliver Exceptional Service. Retain Clients. Drive In-Book Growth.
The Meghan MacDonald State Farm Agency is seeking a Customer Retention Specialist who leads with service excellence while confidently driving in-book sales growth. This role is ideal for a professional who enjoys supporting existing clients, solving problems, and strengthening relationships—while also being accountable to monthly sales goals through needs-based coverage recommendations.
You will work primarily with our existing book of business, managing renewals, policy changes, and service requests, while identifying coverage gaps and recommending additional protection that benefits both the customer and the agency.
Full licensing is required. Candidates must hold Property & Casualty and Life & Health licenses. If not fully licensed, candidates must obtain their Property & Casualty license prior to Day 1 start in the agency. We provide guidance and support to help you complete the licensing process.
What You’ll Do
Communicate with existing customers regarding renewals, coverage questions, and policy updates
Deliver calm, professional service during billing, policy, and claims-related conversations
Conduct proactive account reviews and assist with endorsements, changes, and updates
Identify coverage gaps and pivot service conversations into in-book sales opportunities
Recommend additional products using a needs-based, customer-first approach
Meet established monthly in-book sales goals while maintaining service quality
Maintain accurate documentation of all customer interactions and follow-up activity
Collaborate with team members to support retention, service standards, and growth objectives
What We’re Looking For
Strong service mindset with the ability to confidently transition into sales conversations
Proven relationship-building and customer communication skills
Comfort being accountable to monthly sales and retention goals
Excellent problem-solving skills and follow-through
Detail-oriented with a strong focus on customer experience
Ability to work in a fast-paced, client-focused environment
Prior experience in customer service, account management, or insurance preferred
Full licensing required: Property & Casualty and Life & Health
Why Join the MacDonald Agency
Competitive base salary plus commission and performance incentives
Licensing guidance and support to help you start strong
Ongoing training and professional development
Clear expectations and measurable monthly goals
Supportive team culture focused on service, accountability, and growth
Long-term career opportunities within a stable, growing agency
Ready to Grow Through Service and Sales? If you take pride in delivering excellent service and are motivated to grow through meaningful, in-book sales conversations, we’d love to hear from you.
Apply today to join the Meghan MacDonald State Farm Agency. #J-18808-Ljbffr