Customer Retention Specialist - State Farm Agent Team Member
Bellingham
Customer Retention Specialist - State Farm Agent Team Member
Full Time • Bellingham
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Profit sharing
- Training & development
We’re hiring a Customer Retention Representative to deliver outstanding service to our policyholders and help drive retention. In this role, you’ll support clients with P&C, Life & Health, and related financial services products—answering questions, helping with policy changes and renewals, and ensuring clients feel confident and taken care of throughout their coverage journey.
Responsibilities
- Provide day-to-day client support for existing policyholders, including answering questions and resolving issues promptly
- Help manage renewals by monitoring upcoming dates and contacting clients as needed to keep policies active and updated
- Support policy changes, billing questions, endorsements, certificates, and documentation requests
- Gather information from clients and coordinate with carriers/internal team members to ensure timely processing
- Review client account details for accuracy and follow up on missing information
- Track service activity, renewal status, and open items to ensure nothing falls through the cracks
- Maintain organized case notes and documentation for each client in a CRM or tracking system
- Maintain a strong working knowledge of products and compliance requirements
- Support retention by proactively identifying service opportunities and ensuring clients have what they need
- Request and encourage customers to leave Google reviews, and respond appropriately to review feedback when needed
- Identify opportunities for clients to take advantage of bundle discounts and help them understand available options (e.g., combining auto/home, or adding Life & Health where applicable)
Qualifications
- Insurance experience preferred (P&C and/or Life & Health)
- Strong communication skills and a friendly, patient, service-first attitude
- Ability to work independently while coordinating with carriers and teammates
- Organized, dependable, and able to manage multiple client requests at once
- Comfortable with CRM tools, email, and basic computer programs/spreadsheets
- Valid insurance license (or ability to obtain required licenses promptly)
Compensation
- Base pay + bonus + profit sharing (based on performance and team results)
Compensation: $45,780.00 - $74,655.00 per year
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 Bellingham, WA 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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