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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
Apply Now 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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