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Customer Retention Specialist - State Farm Agent Team Member

Petemathison, Kensington Village Mobile Home Park, New York, United States

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Overview

Customer Retention Specialist – Insurance Sales & Service Make a Difference. Build Relationships. Grow Your Career. Are you motivated by helping others while also driven by results? As a Customer Retention Specialist in our expanding insurance agency, you’ll become a go-to resource clients rely on for guidance, support, and protection. This role blends relationship-based service with sales opportunities—offering a fulfilling, well-rounded career path in a high-demand industry. Whether you’re answering coverage questions, assisting with policy updates, or introducing solutions that enhance protection, you’ll strengthen customer confidence and contribute to our agency’s success. If you’re dependable, positive, and ready to make an impact—we want to hear from you.

Key Responsibilities

Deliver outstanding service through phone, email, and in-person interactions

Assist clients with billing inquiries, coverage updates, and claims follow-up

Identify and recommend insurance products that align with customer needs

Build rapport that encourages trust and long-term loyalty

Support client retention through proactive renewals and policy reviews

Partner with team members to ensure a seamless customer experience

What We’re Looking For

Excellent communication, organization, and problem-solving abilities

Customer service or sales experience preferred (but not required)

Comfort engaging in consultative, sales-focused conversations

A calm, friendly, and solutions-oriented approach under pressure

Willingness to obtain required insurance licenses—training and guidance provided

What We Offer

Benefits: 401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

If you’re ready to build a career where service and sales work hand-in-hand, apply today and start growing with us!

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