Customer Relations Representative – State Farm Agent Team Member

Insurance Retention Specialist

The Insurance Retention Specialist plays a key role in keeping customers engaged and supported. This position focuses on setting appointments, reviewing policies with clients to ensure there are no gaps or needed updates, and building long-term relationships that encourage loyalty.

Responsibilities:

• Set appointments with customers to review policies.
• Conduct policy reviews to confirm accurate coverage and identify any gaps or needed changes.
• Handle calls from customers considering cancellation and offer solutions to retain them.
• Make outbound calls (birthday, claims follow-ups, win-back calls).
• Support new customer onboarding for a smooth experience.
• Maintain accurate records of customer interactions and retention efforts.

Qualifications:

• Insurance experience preferred.
• Strong communication and relationship-building skills.
• Attention to detail when reviewing policies.
• Organized and able to manage scheduling and follow-ups.
• Customer-focused with a proactive approach.

Compensation: $35,000.00 - $50,000.00 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 Shawnee, OK 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.