Customer Retention Specialist - State Farm Agent Team Member
About the role
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.
Responsibilities
- Deliver exceptional service through phone, email, and in-person interactions
- Absorb and assist clients with billing inquiries, coverage updates, and claims follow-up
- Identify needs and recommend insurance solutions that enhance customer protection
- Build strong rapport to foster trust, satisfaction, and long-term loyalty
- Drive retention through proactive renewals, policy reviews, and consistent follow-up
- Collaborate with team members to ensure a seamless, high-quality customer experience
Requirements
- Strong communication, organization, and problem-solving skills
- Customer service and/or sales experience preferred (but not required)
- Comfort engaging in consultative, solution-oriented sales conversations
- A calm, positive, and resourceful approach in a fast-paced environment
- Willingness to obtain required insurance licenses—training and support provided
Qualifications
- Competitive base pay with commission and performance-based bonuses
- Comprehensive training, onboarding, and ongoing mentorship
- Clear pathways for career growth and advancement
Skills
- Strong communication, organization, and problem-solving skills
- Customer service and/or sales experience preferred (but not required)
- Comfort engaging in consultative, solution-oriented sales conversations
- A calm, positive, and resourceful approach in a fast-paced environment
- Willingness to obtain required insurance licenses—training and support provided
Benefits
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
Schedule
Our office is flexible and can accommodate various schedules to fit your needs.
Pay
Competitive base pay with commission and performance-based bonuses.
Benefits
- 401(k) matching
- Bonus based on performance
- Health insurance
- Paid time off
About Our Agency
Our office is located in New Hyde Park, NY. I am a second generation State Farm agent. We currently have 8 team members at our agency. We have 140 years of combined insurance experience in our office. Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Golden Triangle.
Equal Opportunity Employer
We are an Equal Opportunity Employer and welcome applications from all qualified individuals.