Customer Retention Specialist - State Farm Agent Team Member

Stephanieraieta; Glenside (PA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus

Health insurance

Paid time off

Advancement opportunities

Job summary

Stephanie Raieta State Farm Agency is seeking a service-driven Customer Retention Specialist who excels at building long-term relationships and supporting clients through life’s changes. You’ll help with renewals, changes, and questions while identifying coverage gaps and recommending protection that truly benefits the customer.

You will work primarily with existing customers, focusing on renewals and questions, and pivot conversations toward in-book sales when appropriate.

Qualifications

• Full licensing is required.
• Candidates must hold Property & Casualty and Life & Health licenses.
• If not fully licensed, must obtain Property & Casualty license prior to Day 1 start.

Responsibilities

• Renewals and policy updates with existing customers.
• Provide calm, professional support during service and claims discussions.
• Conduct account reviews and assist with policy changes and updates.
• Identify coverage gaps and pivot conversations to in-book sales when appropriate.
• Recommend additional products using a needs-based, customer-first approach.
• Maintain accurate documentation of all customer interactions.
• Collaborate with team to meet retention, service, and outreach goals.

Skills

Customer service

Relationship building

Communication

Problem solving

Attention to detail

Active listening

Sales mindset

Education

Property & Casualty license

Life & Health license

Job description

Customer Retention Specialist - State Farm Agent Team Member

Full Time in Glenside, PA

• 401(k)
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

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

Deliver Exceptional Service. Strengthen Relationships. Support Growth.

The Stephanie Raieta State Farm Agency is seeking a service-driven Customer Retention Specialist who excels at building long-term relationships, supporting clients through life’s changes, and ensuring policies stay current and effective. This role is ideal for someone who leads with empathy and professionalism, while also being comfortable pivoting service conversations into meaningful in-book sales opportunities when appropriate.

You will work primarily with existing customers, helping them through renewals, changes, and questions, while identifying coverage gaps and recommending additional protection that truly benefits the customer.

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. We provide guidance and support to help you complete the licensing process.

What You’ll Do

• Communicate with existing customers regarding renewals, coverage questions, and policy updates
• Provide calm, professional support during service and claims-related conversations
• Conduct account reviews 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-first approach
• Maintain accurate documentation of all customer interactions
• Collaborate with team members to meet retention, service, and outreach goals

What We’re Looking For

• Strong customer service mindset with excellent relationship-building skills
• Ability to listen first, guide confidently, and ask for the business when it makes sense
• Effective communication, problem-solving, and follow-through
• Detail-oriented with a strong focus on customer experience
• Comfortable working in a fast-paced, client-focused environment
• Prior experience in customer service, account management, or insurance preferred
• Full licensing required Property & Casualty and Life & Health
• Property & Casualty must be obtained prior to Day 1 start (support provided)

Why Join the Raieta Agency

• Competitive base salary plus commission and performance incentives
• Licensing guidance and support to help you start strong
• Ongoing training and professional development
• Supportive, service-driven team culture
• Long-term growth opportunities within the agency

Ready to Build a Career in Service with Growth Opportunities?

If you take pride in delivering outstanding service and enjoy helping customers make informed coverage decisions that protect what matters most, we’d love to hear from you.

Apply today to join the Stephanie Raieta State Farm Agency.

Compensation $45,000.00 - $65,000.00 per year

Apply Now

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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