Customer Retention Specialist - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Customer Retention Specialist – Service & Sales Focus


Nick Romo State Farm Agency
Ithaca, New York

Protect relationships. Drive growth. Build a long-term career.

At Nick Romo State Farm, great service and smart sales go hand in hand. We believe the best growth comes from strong relationships—understanding our customers’ needs and confidently recommending solutions that truly protect them. If you’re someone who can lead with empathy and isn’t afraid to ask for the business, this role is for you.

We’re seeking a Customer Retention Specialist who will own existing client relationships while identifying opportunities to deepen coverage, increase retention, and contribute to agency growth. This is a hybrid service and sales role where every conversation is a chance to strengthen trust and deliver value.

You May Be a Great Fit for This Role If You:

• Stay calm and confident when customers are stressed or unsure
• Enjoy building long-term relationships and guiding people through decisions
• Listen first, then confidently recommend solutions that make sense
• See service conversations as opportunities to add value and protect more
• Are motivated by goals, results, and growing both relationships and revenue

What You’ll Do:

• Manage and maintain relationships with existing customers
• Lead proactive outreach for renewals, policy reviews, and account follow-ups
• Identify cross-sell and coverage enhancement opportunities
• Educate customers on products and confidently recommend solutions
• Support claims follow-up and service requests with professionalism and care
• Maintain accurate documentation and collaborate with the team to hit retention and sales goals

What You Bring:

• Strong communication, persuasion, and relationship-building skills
• A service-first mindset paired with comfort in sales conversations
• Goal-oriented and motivated by measurable results
• Organized, detail-oriented, and able to manage multiple priorities
• Previous experience in customer service, account management, or sales preferred
• Willingness to obtain Property & Casualty and Life & Health licenses (full support provided)

Why Join Nick Romo State Farm:

• Competitive base pay plus commissions and performance bonuses
• Licensing support and paid training
• Clear growth path within a high-performing agency
• Supportive, team-oriented culture that values initiative and results
• The opportunity to make a real impact while building a scalable career

If you’re ready to combine relationship-driven service with meaningful sales impact, apply today to join Nick Romo State Farm.


This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.