Customer Retention Specialist - State Farm Agent Team Member

Jakedavisinsurance; Indiana (PA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Performance bonus

Competitive salary

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Jake Davis State Farm Agency in Indiana, PA seeks a Customer Retention Specialist to deliver excellent service while strengthening and growing relationships within our existing book of business. The role focuses on renewals, policy changes, and service inquiries, with opportunities to identify coverage needs and introduce additional products when appropriate.

You will work with current customers on renewals, billing questions, and account updates, aiming to exceed monthly in-book retention and

Qualifications

• Strong customer service and relationship-building skills.
• Ability to transition service conversations into sales opportunities.
• Comfortable working toward monthly sales and retention goals.
• Detail-oriented with focus on delivering a positive customer experience.
• Experience in customer service, account management, or insurance preferred.

Responsibilities

• Communicate with existing customers about renewals, coverage questions, and policy updates.
• Assist with billing, claims-related questions, policy changes, and general service needs.
• Conduct proactive account reviews and keep customer information and coverage current.
• Identify gaps in coverage and additional insurance needs.
• Recommend appropriate products through customer-focused conversations.
• Work toward established monthly in-book sales goals.
• Support customer retention through consistent follow-up and relationship building.
• Maintain records of conversations and service activity.

Skills

Customer service

Relationship-building

Sales conversations

Attention to detail

Time management

Insurance licensing

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Customer Retention Specialist - Service, Retention & Account Growth

Jake Davis State Farm Agency

1009 Philadelphia Street

Indiana, PA 15701-1677

Full-Time | In-Office

Build Relationships. Retain Customers. Grow the Book.

The Jake Davis State Farm Agency is seeking a Customer Retention Specialist who can deliver excellent service while also helping strengthen and grow relationships within our existing book of business.

This role is ideal for someone who enjoys supporting customers, solving problems, and maintaining long-term relationships, while also feeling comfortable identifying coverage needs and introducing additional products when appropriate.

You'll work closely with current customers on renewals, policy changes, account questions, and service needs while helping ensure they have the right protection in place. Success in this role requires a strong service mindset, attention to detail, and the ability to confidently transition into needs-based sales conversations.

Your Day-to-Day

• Communicate with existing customers about renewals, coverage questions, and policy updates
• Assist with billing, claims-related questions, policy changes, and general service needs
• Conduct proactive account reviews and help keep customer information and coverage current
• Identify potential gaps in coverage and additional insurance needs
• Recommend appropriate products through customer-focused conversations
• Work toward established monthly in-book sales goals
• Support customer retention through consistent follow-up and relationship building
• Maintain accurate records of conversations, service activity and follow-up
• Collaborate with agency team members to meet service, retention and growth objectives

What Makes Someone a Good Fit

• Strong customer service and relationship-building skills
• Confidence transitioning service conversations into sales opportunities when appropriate
• Comfortable working toward monthly sales and retention goals
• Strong problem-solving ability and follow-through
• Detail-oriented and focused on delivering a positive customer experience
• Able to manage multiple priorities in a fast-paced office environment
• Prior experience in customer service, account management, or insurance is preferred

Licensing Requirements

Insurance licensing is required for this position.

Property & Casualty:

Must be obtained prior to Day 1

Life & Health:

Must be obtained within 30 days of starting

Licensing guidance and support will be provided to help qualified candidates complete the process.

Why Join the Jake Davis Agency?

• Competitive base compensation plus commission and performance incentives
• Licensing guidance and support
• Ongoing training and professional development
• Clear monthly performance expectations
• Supportive, team-focused agency environment
• Long-term opportunities for professional growth

Grow Through Great Service

If you take pride in taking care of customers, maintaining strong relationships, and helping identify ways to better protect the people you serve, we'd love to hear from you.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.