Customer Retention Specialist - State Farm Agent Team Member

Jake-Davis---State-Farm-Agent; Indiana (PA); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Base + commissions

Licensing support

Training & development

Monthly performance goals

Team-focused environment

Growth opportunities

Job summary

Jake Davis State Farm Agency in Indiana, PA seeks a Customer Retention Specialist to service and grow existing client relationships. You’ll manage renewals, answer policy questions, and identify additional coverage needs. The role blends strong service with needs-based sales in a fast-paced office environment.

Ideal candidates bring excellent customer service, problem-solving, and the ability to meet monthly retention and sales goals, with licensing support provided to advance professionally.

Qualifications

• Strong customer service and relationship-building skills required.
• Ability to transition service conversations into sales opportunities.
• Comfortable working toward monthly sales and retention goals.
• Strong problem-solving and follow-through ability.
• Detail-oriented with organized record-keeping.
• 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 service needs.
• Conduct proactive account reviews and keep customer information 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 retention through follow-up and relationship-building.
• Maintain records of conversations and service activity; collaborate with team.

Skills

Customer service

Relationship-building

Sales conversations

Problem-solving

Attention to detail

Multitasking

Insurance experience

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.