Customer Retention Specialist - State Farm Agent Team Member

Benefits:

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

Lisa Pate State Farm
524 Greenbriar Rd, Suite 1
York, PA
Full-Time | In-Office

Deliver Exceptional Service. Build Trust. Grow with a Friendly Team.

Lisa Pate State Farm is seeking a service-driven Customer Retention Specialist who enjoys helping people, strengthening relationships, and delivering “service with a smile.” We are looking for someone who aligns with our warm, welcoming, and team-oriented culture and understands that exceptional service naturally creates opportunities to support customer retention and thoughtful in‑book sales.

This role is ideal for someone who leads with empathy, communicates with care, and takes pride in creating positive customer experiences while identifying ways to strengthen protection when it benefits the customer.

• Property & Casualty license must be obtained prior to your Day 1 start (full support provided)
• Life & Health license must be obtained within 90 days of your start date
• We provide guidance, resources, and support to help you successfully complete the licensing process

As a Customer Retention Specialist, you will focus on supporting existing customers, managing renewals, and maintaining strong relationships while contributing to agency growth through needs‑based coverage conversations.

This is a service‑first role with in‑book sales opportunities generated naturally through trusted customer relationships.

Success in this role is measured by customer satisfaction, retention, and contribution to agency growth.

• Provide exceptional service to existing policyholders through renewals, account reviews, and customer support
• Assist customers with policy changes, billing questions, endorsements, and account updates
• Build strong relationships that support long‑term retention and customer loyalty
• Provide calm, empathetic support during service and claims‑related conversations
• Identify opportunities to strengthen coverage and pivot service conversations into in‑book sales when appropriate
• Maintain accurate documentation of customer interactions and follow‑up activities
• Collaborate with team members to meet retention, service, and growth goals
• Ensure compliance with agency standards and regulatory requirements

• Strong customer service and relationship‑building skills
• Friendly, positive, team‑oriented personality with a “service with a smile” mindset
• Excellent communication, listening, and problem‑solving abilities
• Detail‑oriented with strong organizational skills and follow‑through
• Comfortable discussing coverage options and recommending solutions when appropriate
• Ability to thrive in a customer‑focused environment
• Prior customer service or account management experience preferred
• Ability to meet licensing requirements outlined above

Competitive base salary plus performance incentives

Full support through the licensing process

Ongoing training and professional development

Supportive, collaborative, and friendly team culture

Long-term growth opportunities within the agency

Lisa Pate State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.

If you enjoy helping people, building relationships, and want to be part of a friendly, customer‑focused culture, apply today to join Lisa Pate State Farm.