Client Retention Manager - Farmers Insurance jobs in United States
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Farmers District 40 & 94 ยท 1 month ago

Client Retention Manager - Farmers Insurance

Farmers Insurance is seeking a dedicated and customer-focused Customer Retention Manager to support their top-rated agency. In this role, you will be the primary point of contact for existing clients, ensuring their insurance needs are met with care, accuracy, and proactive support.

Insurance

Responsibilities

Build strong relationships with existing clients through consistent and attentive service
Assist customers with policy updates, billing questions, claims support, and coverage reviews
Conduct regular outreach to ensure client satisfaction and retention
Identify opportunities to offer additional coverage that meets client needs
Provide accurate information about insurance products and maintain compliance with industry standards
Manage client interactions through CRM systems, ensuring timely follow-up and documentation
Collaborate with other team members to support agency goals and deliver a seamless client experience

Qualification

Customer service experienceAccount managementInsurance knowledgeVerbal communicationWritten communicationProblem-solvingAttention to detailTime managementBilingual abilitiesProperty & Casualty licenseLife & Health licensePositive attitude

Required

Passion for helping others and a commitment to delivering excellent client service
Ability to build strong relationships with existing clients through consistent and attentive service
Assist customers with policy updates, billing questions, claims support, and coverage reviews
Conduct regular outreach to ensure client satisfaction and retention
Identify opportunities to offer additional coverage that meets client needs
Provide accurate information about insurance products and maintain compliance with industry standards
Manage client interactions through CRM systems, ensuring timely follow-up and documentation
Collaborate with other team members to support agency goals and deliver a seamless client experience

Preferred

1+ year of customer service, account management, or insurance experience
Excellent verbal and written communication skills
Strong problem-solving ability and attention to detail
Friendly, positive attitude with a professional mindset
Ability to prioritize tasks and manage time effectively
Property & Casualty and/or Life & Health licenses (preferred or willingness to obtain)
Bilingual abilities a plus

Benefits

Paid training and continuing education opportunities
Opportunities for professional growth within the agency
Flexible scheduling options (may include hybrid flexibility)
Paid time off, holidays, and recognition programs

Company

Farmers District 40 & 94

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As a Farmers district office, we are ready with guidance and resources that can help you grow your business.

Funding

Current Stage
Early Stage
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