Client Retention Specialist – Service & In-Book Sales

State Farm Agent; Conshohocken (Montgomery County); On-site; USD 45,000 - 65,000; 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 is seeking a Customer Retention Specialist focused on service excellence while driving in‑book sales growth. You will work with an existing book of business, assisting with renewals, policy changes, service requests, and proactive account reviews.

Full licensing is required (Property & Casualty and Life & Health); licensing guidance will be provided.

Qualifications

• Full licensing required: Property & Casualty and Life & Health.
• Licensing guidance and support provided.
• Experience in customer service or insurance preferred.

Responsibilities

• Renewals, policy changes, service requests, and proactive account reviews.
• Identify coverage gaps and recommend protections.
• Maintain documentation of customer interactions and follow-up.
• Meet monthly in-book sales goals while delivering service.
• Collaborate with team to support retention and agency growth.

Skills

Strong service mindset

Relationship‑building

Customer communication

Problem solving

Detail oriented

Fast-paced environment

Customer service experience

Education

Full licensing (P&C & Life & Health)

Job description

Bill Weychert State Farm Agency in Conshohocken and Philadelphia is seeking a Customer Retention Specialist focused on service excellence while driving in‑book sales growth. You will work with an existing book of business, assisting with renewals, policy changes, service requests, and proactive account reviews.

Full licensing is required (Property & Casualty and Life & Health); licensing guidance will be provided.