Customer Retention Specialist - State Farm Agent Team Member

Customer Retention Specialist – State Farm Agent Team Member

Full Time – Lafayette Hill, PA (within 19444; new location in 19119)

We are a growing State Farm independent contractor agency seeking a service‑oriented Customer Retention Specialist who excels at supporting existing policyholders. The role focuses on renewals, changes and questions while identifying coverage gaps and turning conversations into in‑book sales opportunities. Success is measured by customer satisfaction and monthly sales goals achieved through a needs‑based, customer‑first approach.

• 401(k) matching
• Bonus based on performance
• Health and dental insurance
• Paid time off and paid holidays
• Training and professional development
• Opportunity for advancement and long‑term career growth

• Property & Casualty license – must be obtained before Day 1
• Life & Health license – must be obtained within 45 days of starting

Full licensing support and guidance will be provided.

• Communicate with existing customers regarding renewals, coverage questions and policy updates
• Provide calm, professional support during service and claims conversations
• Review accounts and assist with policy changes, endorsements, and updates
• Identify coverage gaps and pivot service conversations into in‑book sales opportunities when appropriate
• Recommend additional products using a needs‑based, customer‑focused approach
• Maintain accurate and detailed documentation of all customer interactions
• Collaborate with team members to meet retention, service, and outreach goals

• Strong customer service mindset with excellent relationship‑building skills
• Excellent listening, communication, problem‑solving and follow‑through skills
• Detail‑oriented with a focus on customer experience
• Comfortable balancing service excellence with sales accountability
• Prior experience in customer service or account management preferred
• Ability to meet the licensing requirements outlined above

• Competitive base salary of $45,000 – $65,000 per year, plus commission and performance incentives
• Full support through the licensing process
• Ongoing training and professional development
• Growth opportunities within a multi‑location agency
• Supportive, service‑driven agency culture

We are an Equal Opportunity Employer committed to creating an inclusive environment for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.