Customer Retention Specialist - State Farm Agent Team Member
Part Time in 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
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