Customer Retention Specialist - State Farm Agent Team Member

CHAD JACOBSON - State Farm Agent; Montoursville (Lycoming County); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

401(k) matching

Job summary

CHAD JACOBSON - State Farm Agent in Montoursville, PA is seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This role focuses on outreach, policy renewals, and relationship maintenance.

The position offers opportunities to advance, with training and development, and 401(k) matching. You’ll work with a team dedicated to providing reliable service and support to the community.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in customer service or account management preferred.
• Must be able to obtain applicable state insurance licenses.

Responsibilities

• Communicate with existing customers regarding renewals and coverage options.
• Review accounts and assist with updates or changes as needed.
• Identify opportunities to enhance customer satisfaction and engagement.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives.

Skills

Interpersonal skills

Communication skills

Customer service

Account management

Insurance licensing

Job description

Benefits:

• Opportunity for advancement


• Training & development


• 401(k) matching

You May Be a Great Fit as a Customer Retention Specialist at CHAD JACOBSON - State Farm Agent if:

• You’re the person people call first when life goes sideways - calm, steady, and ready to help.


• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.


• You’re a natural relationship-builder who earns trust quickly and keeps it.


• You listen first, then guide, making customers feel understood while confidently recommending solutions.


• You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.

Location Address:

MONTOURSVILLE, PA 17754

At CHAD JACOBSON - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance.

Responsibilities

• Communicate with existing customers regarding renewals and coverage options.


• Review accounts and assist with updates or changes as needed.


• Identify opportunities to enhance customer satisfaction and engagement.


• Maintain accurate records and documentation of interactions.


• Collaborate with team members to meet retention and outreach objectives.

Qualifications

• Strong interpersonal and problem-solving abilities.


• Effective communication and listening skills.


• Detail-oriented with a focus on customer experience.


• Previous experience in customer service or account management preferred.


• Must be able to obtain applicable state insurance licenses.