Customer Retention Specialist - State Farm Agent Team Member

Dorrit Emerich - State Farm Agent; Coopersburg (Lehigh County); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Dorrit Emerich - State Farm Agent is looking for a Customer Retention Specialist to enhance customer relationships and identify sales opportunities. Located in Coopersburg, PA, you'll manage renewals, handle service requests, and conduct proactive policy reviews to protect clients. The ideal candidate has a strong customer service mindset and excellent communication skills.

This role offers growth opportunities through in-book sales and supports ongoing professional development. If you're passionate about building lasting relationships, apply now!

Qualifications

• Strong customer service mindset and ability to pivot into sales conversations.
• Excellent communication and listening skills.
• Detail-oriented and organized with disciplined follow-up.

Responsibilities

• Communicate with existing customers regarding renewals and policy changes.
• Conduct proactive policy reviews to identify coverage gaps.
• Provide support during service and claims-related conversations.
• Recommend additional protection using a needs-based approach.

Skills

Customer service mindset

Sales conversation skills

Communication skills

Detail-oriented

Organized

Education

Active Pennsylvania Property & Casualty license

Job description

Benefits:

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

Customer Retention Specialist – Sales & Service Focus

Dorrit Emerich State Farm
6 N Main Street
Coopersburg, PA 18036

Protect Relationships. Strengthen Coverage. Grow the Book.

Dorrit Emerich State Farm is seeking a Customer Retention Specialist who excels at delivering exceptional service while confidently identifying in-book sales opportunities. This role is ideal for a relationship-driven professional who understands that strong service builds trust—and trust leads to growth.

You will work closely with existing customers, managing renewals, handling service requests, and conducting proactive coverage reviews to ensure clients are properly protected. The right candidate can pivot naturally from service conversations into meaningful recommendations that strengthen accounts.

What You’ll Do

• Communicate with existing customers regarding renewals, policy changes, and coverage questions
• Conduct proactive policy reviews to identify coverage gaps and cross-sell opportunities
• Provide professional support during service and claims-related conversations
• Recommend additional protection using a needs-based approach
• Maintain accurate documentation and ensure compliance with agency procedures
• Collaborate with team members to meet retention and production goals

Licensing Requirements

Active Pennsylvania Property & Casualty license required prior to Day 1 start

If not currently licensed, P&C must be obtained before starting

Full licensing support, study resources, and onboarding guidance are provided throughout the process

What We’re Looking For

• Strong customer service mindset with the ability to pivot into sales conversations
• Excellent communication and listening skills
• Detail-oriented and organized with disciplined follow-up
• Comfortable working in a goal-driven environment
• Prior customer service, account management, or insurance experience preferred
• Pivot service conversations into in-book sales opportunities when appropriate.

Compensation & Growth

• Opportunity to increase income through in-book sales
• Supportive team culture focused on service and growthOngoing professional development opportunities

If you enjoy building long-term relationships, providing exceptional service, and growing accounts through meaningful coverage conversations, apply today to join Dorrit Emerich State Farm.

Dorrit Emerich State Farm is an Equal Opportunity Employer and encourages applications from individuals of all backgrounds and experiences.