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State FarmPosted 1 month ago

Customer Retention Specialist - State Farm Agent Team Member

$45,000–$55,000 year

On-siteWyomissing, Pennsylvania, United States

Full TimeSenior LevelEnterprise

Job Summary

Assist policyholders with questions, policy changes, billing, renewals, and account updates while maintaining accurate documentation and ensuring compliance. Conduct policy reviews to ensure customers have necessary protection and proactively follow up on outstanding service requests. Build strong, long-term relationships that increase satisfaction and retention, naturally identifying opportunities to enhance coverage and transition service conversations into in-book sales when appropriate. Collaborate with the agency team to achieve retention goals within a customer-first culture. Pennsylvania Property & Casualty and Life & Health licenses must be obtained prior to and within 90 days of Day 1 start, respectively.

Required Qualifications

  • Pennsylvania Property & Casualty license
  • Pennsylvania Life & Health license
  • Exceptional customer service and relationship-building skills
  • Friendly, empathetic, and professional communication style
  • Strong problem-solving abilities and attention to detail
  • Comfortable discussing insurance coverage and recommending solutions that benefit customers
  • Ability to naturally pivot from service conversations to in-book sales opportunities

Desired Qualifications

  • Previous insurance, customer service, account management, banking, retail, or hospitality experience

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