Customer Retention Specialist - State Farm Agent Team Member

Stephanie Raieta; Glenside (PA); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Résumé du poste

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 emphasizes empathy, professionalism, and turning service conversations into meaningful in-book sales opportunities when appropriate.

You will work primarily with existing customers on renewals, changes, and questions, while identifying coverage gaps

Qualifications

• Must hold Property & Casualty and Life & Health licenses or obtain them before start.
• Strong customer service mindset with empathy and professionalism.
• Ability to pivot service conversations into sales when appropriate.

Responsabilités

• 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
• 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

Connaissances

Customer service

Relationship building

Communication

Problem solving

Attention to detail

Team collaboration

Formation

Property & Casualty license

Life & Health license

Description du poste

Future Opening: Customer Retention Specialist - State Farm Agent Team Member

• 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.

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

Do you want a career and not just a job?

We are a growing agency with big dreams and lots of potential. If you want to work in an environment that is fun, challenging, and rewarding, then Stephanie Raieta - State Farm Agent may be the right fit for you!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

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.