Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off

Customer Retention Specialist – Insurance Sales & Service

Make a Difference. Build Relationships. Grow Your Career.

Are you driven to help others while also delivering results? As a Customer Retention Specialist in our growing insurance agency, you’ll be a trusted resource clients rely on for guidance, support, and protection. This role blends relationship-focused service with meaningful sales opportunities—creating a dynamic, well-rounded career path in a high-demand industry.

From answering coverage questions to identifying opportunities that strengthen protection, your work will build customer confidence, deepen relationships, and directly contribute to agency growth. If you’re dependable, positive, and motivated to make an impact, we want to hear from you.

Key Responsibilities

•  Deliver exceptional service through phone, email, and in-person interactions 
•  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 

What We’re Looking For

•  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 

What We Offer

•  Competitive base pay with commission and performance-based bonuses 
•  Comprehensive training, onboarding, and ongoing mentorship 
•  Clear pathways for career growth and advancement 
•  A collaborative, team-driven culture focused on success and development 

Ready to build a career where service and sales go hand-in-hand? Apply today and join a team that values relationships, rewards performance, and invests in your future.

Equal Opportunity Employer

Pete Mathison State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.