Customer Retention Specialist - State Farm Agent Team Member

Lori Pellegrini Henry - State Farm Agent; Whitemarsh Township (Montgomery County); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Commission and performance incentives

Job summary

Lori Henry State Farm Agency is hiring a Customer Retention Specialist who delivers exceptional service to existing policyholders and grows in-book sales through needs-based conversations.

You will handle renewals, changes, and questions, identify coverage gaps, and recommend solutions while maintaining detailed records. This in-office role offers licensing support and growth within a multi-location agency.

Qualifications

• Strong service mindset with excellent relationship-building skills.
• Ability to listen first and guide confidently.
• Effective communication, problem-solving, and follow-through.
• Detail-oriented with a strong focus on customer experience.
• Ability to meet licensing requirements outlined above.

Responsibilities

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

Job description

Benefits:

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

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

Lori Henry State Farm Agency
Job Type: Full-Time | In-Office

Deliver Exceptional Service. Strengthen Relationships. Drive Smart Growth.

The Lori Henry State Farm Agency is seeking a service‑oriented Customer Retention Specialist who excels at supporting existing customers while confidently pivoting service conversations into meaningful in‑book sales opportunities when appropriate. This role is ideal for someone who leads with empathy, values accuracy and follow‑through, and understands that great service naturally drives retention and growth.

You will work primarily with existing policyholders—supporting renewals, changes, and questions—while identifying coverage gaps and recommending solutions that genuinely benefit the customer. Monthly in‑book sales goals are part of this role and are achieved through needs‑based, customer‑first conversations.

About Our Growth

We’re expanding across two locations and continuing to grow our presence in the community. Our home office serves the 19444 area, and we have just opened a second location in 19119 in May 2026. This growth creates strong opportunity for professionals who want to build a long‑term career with an agency that is scaling and investing in its future.

Licensing Requirements (Job Contingent)

This role is licensing contingent.

• Property & Casualty license must be obtained prior to Day 1 start in the office
• Life & Health license must be obtained within 45 days of starting

We provide full licensing support and guidance to help you successfully complete the 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
• Review accounts 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‑focused approach
• Maintain accurate and detailed documentation of customer interactions
• Collaborate with team members to meet retention, service, and outreach goals

What We’re Looking For

• Strong service mindset with excellent relationship‑building skills
• Ability to listen first, guide confidently, and recommend solutions when it makes sense
• Effective communication, problem‑solving, and follow‑through
• Detail‑oriented with a strong focus on customer experience
• Comfortable balancing service excellence with sales accountability
• Prior experience in customer service or account management preferred
• Ability to meet licensing requirements outlined above

What We Offer

• Competitive base salary plus commission and performance incentives
• Full support through the licensing process
• Ongoing training and professional development
• Supportive, service‑driven agency culture
• Growth opportunities within a multi‑location, expanding agency

Ready to Grow in a Service-Driven Role with Sales Opportunity?

If you take pride in helping people, enjoy building long‑term relationships, and are motivated to contribute to growth through in‑book sales, we’d love to hear from you.

Apply today to join the Lori Henry State Farm Agency.

Equal Opportunity Employer

Lori Henry State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.