Customer Retention Specialist - State Farm Agent Team Member jobs in United States
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State Farm Agent · 8 hours ago

Customer Retention Specialist - State Farm Agent Team Member

positionLafayette Hill, PA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$45K/yr - $65K/yr

State Farm Agent is expanding its team and is seeking a service-oriented Customer Retention Specialist. The role involves supporting existing customers with renewals and questions while identifying sales opportunities to drive growth.

Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Communicate with existing customers regarding renewals, coverage questions, and policy updates
Provide calm, professional support during service and claims-related 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 customer interactions
Collaborate with team members to meet retention, service, and outreach goals

Qualification

Property & Casualty licenseLife & Health licenseCustomer service experienceRelationship-building skillsSales accountabilityEffective communicationProblem-solvingDetail-oriented

Required

Property & Casualty license must be obtained prior to Day 1 start in the office
Life & Health license must be obtained within 45 days of starting
Strong service mindset with excellent relationship-building skills
Ability to listen first, guide confidently, and recommend solutions when it makes sense
Effective communication, problem-solving, and follow-through
Detail-oriented with a strong focus on customer experience
Comfortable balancing service excellence with sales accountability
Ability to meet licensing requirements outlined above

Preferred

Prior experience in customer service or account management

Benefits

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

Company

State Farm Agent

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At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
dateFounded in 1922
location
Bloomington, Illinois, USA
people-size10001+ employees
web-link
https://www.statefarm.com/

Funding

Current Stage
Late Stage

Leadership Team

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Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
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Recent News

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