Account Manager - State Farm Agent Team Member

Bill Weychert - State Farm Agent; Conshohocken (Montgomery County); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Bill Weychert State Farm Agency in Conshohocken and Philadelphia, PA seeks a Customer Retention Specialist. This role focuses on servicing existing clients, handling renewals, and guiding needs-based coverage recommendations while working toward in-book sales goals.

You will assist with account reviews, endorsements, and proactive servicing, ensuring customer satisfaction across two office locations. Full licensing (P&C and Life & Health) is required, with Day 1 licensing supported where needed.

Qualifications

• Strong service mindset with ability to transition into sales
• Excellent customer communication and follow-through
• Account management and renewal experience is a plus
• Detail-oriented with focus on customer experience
• Ability to meet monthly sales and retention goals
• Full licensing required: P&C and Life & Health
• Licensing guidance provided if not licensed on Day 1

Responsibilities

• Communicate with existing customers regarding renewals and policy updates
• Provide professional service during billing, policy, and claims conversations
• Conduct proactive account reviews and endorsements
• Identify coverage gaps and recommend needs-based protections
• Meet monthly in-book sales goals while maintaining service quality
• Document customer interactions and follow-up activity
• Collaborate with team to support retention and agency growth

Skills

Customer service

Relationship building

Sales conversations

Communication

Problem solving

Education

Property & Casualty license

Life & Health license

Job description

Benefits:

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

Customer Retention Specialist - Service-Focused with In-Book Sales Goals

Bill Weychert State Farm Agency
Locations: Conshohocken, PA & Philadelphia, PA
2078 Butler Pike, Conshohocken, PA 19428
6001 Ridge Avenue, Philadelphia, PA 19128
Job Type: Full-Time | In-Office

Deliver Exceptional Service. Retain Clients. Support Agency Growth.

Bill Weychert State Farm is seeking a Customer Retention Specialist who leads with service excellence while confidently supporting in-Book sales growth. This role is ideal for a professional who enjoys helping existing clients, solving problems, and strengthening customer relationships, while also being accountable to monthly sales goals through needs-based coverage recommendations.

You will work primarily with our existing book of business, assisting with renewals, policy changes, service requests, and proactive account reviews. In addition to providing excellent customer support, you will identify coverage gaps and recommend additional protection that benefits both the customer and the agency.

Full licensing is required. Candidates must hold Property & Casualty and Life & Health licenses. If not fully licensed, candidates must obtain their Property & Casualty license prior to Day 1 start in the agency. Licensing guidance and support will be provided.

What You'll Do

• Communicate with existing customers regarding renewals, coverage questions, and policy updates
• Provide calm, professional service during billing, policy, and claims-related conversations
• Conduct proactive account reviews and assist with endorsements, changes, and updatesIdentify coverage gaps and pivot service conversations into in-book sales opportunities
• Recommend additional products using a needs-based, customer-first approach
• Meet monthly in-book sales goals while maintaining service quality
• Maintain accurate documentation of customer interactions and follow-up activity
• Collaborate with the team to support retention, service standards, and agency growth

What We're Looking For

• Strong service mindset with the ability to confidently transition into sales conversations
• Proven relationship-building and customer communication skills
• Comfort being accountable to monthly sales and retention goals
• Excellent problem-solving skills and follow-through
• Detail-oriented with a strong focus on customer experience
• Ability to work in a fast-paced, client-focused environment
• Prior customer service, account management, or insurance experience preferred
• Full licensing required: Property & Casualty and Life & Health
• Property & Casualty must be obtained prior to Day 1 start, with support provided

Why Join the Weychert Agency

• Competitive base salary plus commission and performance incentives
• Opportunity to support clients across two established office locations
• Licensing guidance and support to help you start strong
• Ongoing training and professional development
• Clear expectations and measurable monthly goals
• Supportive team culture focused on service, accountability, and growth
• Long-term career opportunities within a stable, growing agency

Ready to Grow Through Service and Sales?

If you take pride in delivering excellent service and are motivated to grow through meaningful, in-book sales conversations, we'd love to hear from you.

Equal Opportunity Employer

Bill Weychert State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for 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. 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.