Customer Retention Specialist - State Farm Agent Team Member at Hannah Hoskins - State Farm Agent

Retention & Account Growth Representative

As a Retention & Account Growth Representative, you will be responsible for managing and growing an established book of business by building lasting client relationships, delivering exceptional service, and identifying opportunities to strengthen each client's insurance and financial protection. This is a relationship-driven sales role focused on retention and account growth. Rather than relying on cold prospecting, you'll proactively connect with existing clients, conduct coverage reviews, identify gaps in their insurance and financial plans, and recommend solutions that better meet their evolving needs. Success is measured by your ability to retain clients, increase account value, and create an outstanding client experience.

Responsibilities

• Manage and grow an assigned book of existing clients.
• Proactively contact clients to conduct policy and coverage reviews.
• Identify coverage gaps and recommend insurance and financial products that fit each client's needs.
• Strengthen client relationships through consistent communication and trusted advice.
• Deliver exceptional service while resolving policy, billing, and claims-related questions.
• Improve client retention by providing proactive support and timely follow-up.
• Grow account value through cross-selling, upselling, and referral generation.
• Meet agency goals for retention, account growth, client outreach, and production.
• Maintain accurate client records and follow-up activities in the agency management system.

What Success Looks Like

• High client retention and satisfaction.
• Consistent growth within an existing book of business.
• Meaningful policy reviews that uncover opportunities to better protect clients.
• Strong cross-sale and referral results.
• Clients view you as their trusted insurance advisornot just someone they call when they have a question.

Compensation: $40,000.00 - $60,000.00 per year

Looking for the Skills and Confidence to Run a Business in the Future?

We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to make an impact, see immediate success, we could be the place for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Hannah Hoskins - State Farm Agent!

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, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Mt. Washington & Louisville, KY.
• Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.

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.