Customer Retention & Policy Growth Specialist

State Farm Agent; Whitemarsh Township (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Lori Henry State Farm Agency in Lafayette Hill, PA is seeking a service-driven Customer Retention Specialist who can deliver exceptional customer experiences while identifying opportunities to strengthen coverage and drive in-book sales. This full-time, in-office role focuses on renewals, policy changes, and everyday service needs between existing policyholders.

Join a growing, multi-location agency with licensing support, in-depth training, and a compensation package including base salary plus

Qualifications

• Strong customer service mindset and relationship-building skills.
• Ability to listen attentively, provide confident guidance, and recommend appropriate solutions.
• Effective communication, problem-solving, and follow-through.
• Detail-oriented approach with a commitment to customer satisfaction.
• Comfortable balancing exceptional service with sales goals and accountability.
• Previous customer service or account management experience preferred.
• Ability to meet the licensing requirements outlined above.

Responsibilities

• Communicate with existing customers regarding renewals, coverage questions, and policy updates.
• Provide calm, professional support during service and claims-related conversations.
• Review customer accounts and assist with policy changes, endorsements, and updates.
• Identify coverage gaps and transition service conversations into in-book sales opportunities when appropriate.
• Recommend additional insurance products based on individual customer needs.
• Maintain accurate, detailed documentation of customer interactions.
• Collaborate with team members to achieve retention, service, and outreach goals.

Skills

Customer service

Relationship building

Communication skills

Problem solving

Attention to detail

Sales orientation

Account management experience

Job description

Lori Henry State Farm Agency in Lafayette Hill, PA is seeking a service-driven Customer Retention Specialist who can deliver exceptional customer experiences while identifying opportunities to strengthen coverage and drive in-book sales. This full-time, in-office role focuses on renewals, policy changes, and everyday service needs between existing policyholders.

Join a growing, multi-location agency with licensing support, in-depth training, and a compensation package including base salary plus