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Customer Retention Specialist - State Farm Agent Team Member
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-10-13
Listing for:
Insurance Agent Tim Tran Tran Ins and Fin Svcs Inc
Full Time
position Listed on 2026-10-13
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, Customer Service Rep, Client Relationship Management, HelpDesk/Support
Job Description & How to Apply Below
Full Time in St Petersburg
Replies within 24 hours
- 401(k)
- 401(k) matching
- Bonus based on performance
- Free uniforms
- Opportunity for advancement
- Paid time off
- Competitive salary
- Training & development
Two Locations available
- 6530 Central Ave
- St Pete - 9750 Seminole Blvd
- Seminole
Our agency is dedicated to providing exceptional service and support to our valued customers. We believe that strong relationships are the foundation of our success, and we are looking for a motivated Customer Retention Specialist to help us maintain and grow these relationships.
Position OverviewAs a Customer Retention Specialist, you will play a key role in ensuring our customers feel valued and supported throughout their journey with us. You will be responsible for proactive outreach, responding to inquiries, and providing behind-the-scenes service to enhance customer satisfaction and retention.
Key Responsibilities- Make personalized birthday calls to customers to strengthen relationships and enhance customer experience.
- Set appointments for policy reviews to ensure customers are up-to-date with their coverage and options.
- Review customer changes by managing service tasks accurately and efficiently.
- Conduct thank you calls for new business onboarding to welcome and engage new customers.
- Respond promptly and professionally to customer text messages.
- Check and respond to voicemails in a timely manner.
- Perform behind-the-scenes service work to support customer accounts and improve service delivery.
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize effectively.
- Proficient with phone, text, and email communication.
- Experience in customer service, retention, or insurance-related roles is a plus.
- Positive attitude and a customer-first mindset.
- Knowledge of Microsoft Office
- Opportunity to make a direct impact on customer satisfaction and retention.
- Supportive and collaborative team environment.
Compensation $40,000.00 - $42,000.00 per year
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