Customer Retention Specialist - State Farm Agent Team Member
Full Time in Lynden - WA
Benefits
- Bonus based on performance
- Free uniforms
- Paid time off
- Training & development
We're seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy maintenance, and in-book marketing.Job Duties
· New customer onboarding· Data collection (documents, photos, etc.)· Appointment scheduling· In-book marketing · Accurately handle policy changes and account updates
· Recognize opportunities to offer additional products or services
· Participate in training and team meetings
· Perform other related duties as assigned by the agent
Knowledge, Skills, and Abilities
· A positive, friendly phone voice· Ability to develop relationships with customers
· Ability to process information quickly, handle several tasks at once, and remain organized
· Ability to influence others
· Ability to learn and become proficient with various computer applications
· Ability to obtain Property & Casualty insurance license
· Experience with Microsoft Word, Excel and Outlook preferred
· Excellent written and oral communication skills· Office experience strongly preferred
Desired Attitude and Behaviors
· Integrity Desire to do the right thing every time, no matter what
· Caring Showing empathy and genuinely wanting to help others
· Coachable Desire to receive feedback, learn, improve, and develop
· Motivated Driven to perform well to achieve a target
· Cooperative Working as a team to achieve goals and to learn
· Attention to Detail Completing tasks accurately and effectively
· Positive Cheerful tone of voice, positive outlook, and encouraging toward teammates
· Reliable Following through with expectations
Benefits
- A great office culture and fulfilling work
- Salary plus bonus opportunities
- Paid time off (vacation, sick, and holiday pay)
- Health insurance benefits
- Licensing reimbursement after 3 months
- SIMPLE IRA
Location Address Lynden, WA 98264
Compensation $47,424.00 - $53,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none