Customer Retention Specialist - State Farm Agent Team Member
Fort Myers - FL
Customer Retention Specialist - State Farm Agent Team Member
Full Time • Fort Myers - FL
Benefits:
- Opportunity for advancement
- Paid time off
- Training & development
POSITION AVAILABLE
Agent Assistant & Receptionist
Be the person who helps our clients and team thrive
Please read the full description before applying.
We’re looking for more than someone to answer phones and handle paperwork. We’re looking for a thoughtful, service-minded teammate who notices what needs doing, takes ownership, and follows through—someone who makes clients feel welcome and helps our Agents and Sales Team do their best work.
In this role, you’ll be a dependable point of connection for clients and colleagues alike. You’ll bring care and professionalism to everyday interactions, look for ways to make things run more smoothly, and step in to help without waiting to be asked. If you’re naturally helpful, calm under pressure, and enjoy finding solutions, we’d love to hear from you.
What you’ll do
- Help prepare materials and support the Agent and Sales Team for morning huddles.
- Welcome visitors, answer incoming calls, respond to inquiries, and send appointment reminders.
- Keep customer records accurate and up to date.
- Connect with prospective and current clients to understand their insurance needs and identify opportunities to help.
- Provide attentive, responsive customer service—and follow up to make sure nothing falls through the cracks.
- Support the Agent and Sales Team with administrative tasks, projects, and day-to-day operations.
- Track sales leads and prospective customer information.
- Maintain commission records for the Sales Team.
- Process payroll accurately and on schedule.
- Identify potential marketing events and community opportunities for the agency.
- Keep office supplies stocked and the workspace organized.
- Track employees’ paid and unpaid time off.
What will help you succeed
- Typing speed of 65+ words per minute.
- Confidence multitasking across computer screens and systems.
- Proficiency with basic computer functions, Microsoft Office, and CRM software.
- Strong communication and interpersonal skills, with a friendly, welcoming manner in person and over the phone.
- Excellent organization and attention to detail.
- A positive, can-do attitude and the ability to stay dependable when priorities shift.
- A proactive, solutions-focused approach: you see what needs attention, take initiative, and follow through.
This is an opportunity to become a trusted, valued part of a top-performing insurance agency—not simply to fill a seat. Your work will make a real difference to clients and teammates every day. We’re excited to meet someone who takes pride in helping others, brings care to the details, and contributes to a team’s success.
Ready to make a difference? Apply today and tell us how you make things better for the people around you.
Compensation: $17.00 per hour
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 Fort Myers, FL 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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none