Customer Retention Specialist - State Farm Agent Team Member

State Farm Agent; Whitemarsh Township (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Lori Henry State Farm Agency in Lafayette Hill, PA is seeking a service-driven Customer Retention Specialist who can deliver exceptional customer experiences while identifying opportunities to strengthen coverage and drive in-book sales. This full-time, in-office role focuses on renewals, policy changes, and everyday service needs between existing policyholders.

Join a growing, multi-location agency with licensing support, in-depth training, and a compensation package including base salary plus

Qualifications

• Strong customer service mindset and relationship-building skills.
• Ability to listen attentively, provide confident guidance, and recommend appropriate solutions.
• Effective communication, problem-solving, and follow-through.
• Detail-oriented approach with a commitment to customer satisfaction.
• Comfortable balancing exceptional service with sales goals and accountability.
• Previous customer service or account management experience preferred.
• Ability to meet the 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 customer accounts and assist with policy changes, endorsements, and updates.
• Identify coverage gaps and transition service conversations into in-book sales opportunities when appropriate.
• Recommend additional insurance products based on individual customer needs.
• Maintain accurate, detailed documentation of customer interactions.
• Collaborate with team members to achieve retention, service, and outreach goals.

Skills

Customer service

Relationship building

Communication skills

Problem solving

Attention to detail

Sales orientation

Account management experience

Job description

Responsive recruiter

Benefits

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

Lori Henry State Farm Agency

Job Type: Full-Time | In-Office

Build Relationships. Deliver Outstanding Service. Create Opportunities for Growth.

Are you passionate about helping customers, building lasting relationships, and making a meaningful impact? The Lori Henry State Farm Agency is seeking a service-driven Customer Retention Specialist who can deliver exceptional customer experiences while recognizing opportunities to strengthen coverage and drive in-book sales.

This position focuses primarily on supporting existing policyholders with renewals, policy changes, and everyday service needs. You'll also identify coverage gaps and recommend appropriate solutions through thoughtful, needs-based conversations. Monthly in-book sales goals are an important part of the role, with customer satisfaction and retention always at the forefront.

Join a Growing Agency!

We're excited to be expanding across two locations! Our home office serves the 19444 area, and we opened our second location in 19119 in May 2026.

As our agency continues to grow, we're creating opportunities for motivated professionals seeking long-term career development within a supportive, expanding team.

Licensing Requirements

• Property & Casualty: Must be obtained prior to your first day in the office.
• Life & Health: Must be obtained within 45 days of starting.

We provide full licensing support and guidance to help you through 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 customer accounts and assist with policy changes, endorsements, and updates.
• Identify coverage gaps and transition service conversations into in-book sales opportunities when appropriate.
• Recommend additional insurance products based on individual customer needs.
• Maintain accurate, detailed documentation of customer interactions.
• Collaborate with team members to achieve retention, service, and outreach goals.

What We're Looking For

• Strong customer service mindset and excellent relationship-building skills.
• Ability to listen attentively, provide confident guidance, and recommend appropriate solutions.
• Effective communication, problem-solving, and follow-through.
• Detail-oriented approach with a commitment to customer satisfaction.
• Comfortable balancing exceptional service with sales goals and accountability.
• Previous customer service or account management experience preferred.
• Ability to meet the licensing requirements outlined above.

What We Offer

• Competitive base salary plus commission and performance incentives.
• Full licensing support and guidance.
• Ongoing training and professional development.
• Supportive, service-focused team environment.
• Career growth opportunities within an expanding, multi-location 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.

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

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Lafayette Hill, PA And Help Customers With Their Insurance And Financial Services Needs, Including

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

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.