Customer Retention Specialist - State Farm Agent Team Member
Anthem - AZ
Customer Retention Specialist - State Farm Agent Team Member
Part Time • Anthem - AZ
Responsive recruiter
Replies within 24 hours
Benefits:
- Opportunity for advancement
- Training & development
- Bonus based on performance
- Flexible schedule
ROLE DESCRIPTION:
Nanette Mcclelland-Miller - State Farm Agent is seeking a friendly, organized Customer Retention Specialist to help new customers feel welcomed, supported, and connected to our agency.
Your primary focus will be guiding customers through our onboarding process and scheduling a meeting with the team member who wrote their policies. These conversations help strengthen relationships, answer questions, and give our licensed team opportunities to uncover additional insurance needs.
This part-time role is a great fit for someone who enjoys connecting with people and providing thoughtful, consistent follow-up.
RESPONSIBILITIES:
- Call new customers to welcome them to our agency and explain what to expect.
- Complete a series of planned outreach and follow-up touches throughout the onboarding process.
- Schedule new customer meetings within 45 days with the team member who wrote their policies.
- Coordinate appointments, send reminders, and follow up to help customers complete their onboarding meetings.
- Identify questions or concerns and connect customers with the appropriate team member.
- Maintain accurate records of customer outreach, appointments, and onboarding progress.
- Support customer retention by providing a welcoming, attentive experience from the start.
QUALIFICATIONS:
- Strong communication skills and a warm, professional phone presence.
- Organized and detail-oriented, with dependable follow-through.
- Comfortable making outbound calls and scheduling appointments.
- Customer-focused mindset and a willingness to learn.
- Ability to manage multiple follow-ups and work toward onboarding goals.
SCHEDULE & COMPENSATION:
- Part-time: approximately 2–3 hours per day, 4 days per week - about 8-12 hours weekly.
- $18–$20 per hour, plus performance incentives.
Compensation: $18.00 - $20.00 per hour
Do you want a career and not just a job?
We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Nanette Mcclelland-Miller - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- I have been a State Farm agent since 2000.
- We currently have 5 team members at our agency.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, Silver Scroll, and Bronze Tablet
- Additional languages spoken: Spanish
Apply now and let us put you on the path to success.
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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