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Customer Relations Representative - State Farm Agent Team Member
Customer Relations Representative - State Farm Agent Team MemberNatalie Arnett - State Farm Agent • Shawnee, OK, US
Customer Relations Representative - State Farm Agent Team Member

Customer Relations Representative - State Farm Agent Team Member

Natalie Arnett - State Farm Agent • Shawnee, OK, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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.
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    Representative State • Shawnee, OK, US

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