Benefits:

Family Focused
Flexible Scheduling
Paid Continuing Education
Paid Licensing
Opportunity for advancement
Training & development

Customer Retention Specialist

Part-Time | Monday–Friday | 12:00 PM–5:00 PM
$15.50 per hour

We are looking for a positive, dependable, and customer-focused Customer Retention Specialist to join our team.

This position will primarily focus on supporting and retaining our existing customers through high-quality service, account assistance, policy changes, follow-up, and coverage conversations.

We are looking for someone who will do more than simply process requests. The right person will take the time to understand customer needs, identify potential gaps in coverage, and help connect customers with additional insurance or financial-services conversations when appropriate.

Responsibilities

Assist existing customers with policy and account service needs
Handle policy changes, billing questions, and general customer concerns
Help resolve customer issues and support retention efforts
Educate customers regarding coverage and available options
Identify opportunities for additional protection, including liability, umbrella, property, personal articles, life, and health products
Schedule appointments for additional insurance or financial-services conversations
Maintain accurate documentation and follow-up
Work closely with the Office Manager and Agent
Contribute to a positive, professional, team-oriented office culture

Ideal Candidate

We are looking for someone who is:

Positive and professional
Coachable
Detail-oriented
Organized and dependable
Comfortable talking with customers
Confident making recommendations
Willing to learn
Able to work in a fast-paced office
Team-oriented and accountable

Insurance experience is preferred but not required.

Licensing

No licensing required to start. There will be the opportunity to pursue licensing based on the needs of the agency.

Schedule

Monday through Friday
12:00 PM–5:00 PM

Approximately 25 hours per week.

Compensation

$15.50 per hour

Compensation: $15.50 per hour

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Burlington, IA and help customers with their insurance and financial services needs, including:

Auto insurance
Home insurance
Life insurance
Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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Customer Retention Specialist - State Farm Agent Team Member

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