Customer Retention Specialist - State Farm Agent Team Member

Sethwalizer; Wyomissing (Berks County); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Seth Walizer State Farm in Wyomissing, PA is seeking a Customer Retention Specialist to deliver exceptional service, manage policyholder questions, and identify in-book sales opportunities. This licensed-contingent role emphasizes building lasting relationships and improving retention within an in-office setting.

The position offers licensing support during onboarding, ongoing development, and a collaborative, customer-first culture focused on long-term client protection.

Qualifications

• Deliver outstanding customer service by assisting policyholders with questions, policy changes, billing, renewals, and account updates.
• Build strong, long-term relationships that increase customer satisfaction and retention.
• Conduct policy reviews to help ensure customers have the protection they need.
• Identify opportunities to enhance coverage and confidently transition service conversations into in-book sales when appropriate.
• Follow up proactively with customers regarding renewals, account maintenance, and outstanding service requests.
• Maintain accurate documentation while ensuring compliance with agency and insurance standards.
• Collaborate with the agency team to provide a seamless customer experience and achieve retention goals.

Responsibilities

• Deliver outstanding customer service by assisting policyholders with questions, policy changes, billing, renewals, and account updates.
• Build strong, long-term relationships that increase customer satisfaction and retention.
• Conduct policy reviews to help ensure customers have the protection they need.
• Identify opportunities to enhance coverage and confidently transition service conversations into in-book sales when appropriate.
• Follow up proactively with customers regarding renewals, account maintenance, and outstanding service requests.
• Maintain accurate documentation while ensuring compliance with agency and insurance standards.
• Collaborate with the agency team to provide a seamless customer experience and achieve retention goals.

Skills

Customer service

Relationship building

Communication

Problem solving

Insurance knowledge

Sales ability

Attention to detail

Empathy

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

Customer Retention Specialist - Insurance Customer Service

Seth Walizer State Farm

2 Meridian Blvd., Suite 218

Wyomissing, PA 19610

Full-Time | In-Office

Deliver Exceptional Service. Build Lasting Relationships. Help Customers Stay Protected.

Seth Walizer State Farm is seeking a customer-focused Customer Retention Specialist to join our high-performing agency. This role is ideal for someone who genuinely enjoys helping people, building long-term relationships, and delivering an exceptional customer experience.

While this is primarily a service-focused position, we're looking for someone who can naturally identify opportunities to strengthen customers' coverage. You'll build trust through outstanding service and confidently transition those conversations into needs-based in-book sales when appropriate.

If you're known for your empathy, professionalism, and ability to create loyal customers, we'd love to meet you.

Licensing Requirements

This is a licensing-contingent position.

• Pennsylvania Property & Casualty license must be obtained prior to your Day 1 start date.
• Pennsylvania Life & Health license must be obtained within 90 days of employment.
• We provide full licensing support, study materials, coaching, and guidance throughout the licensing process.

What You'll Do

• Deliver outstanding customer service by assisting policyholders with questions, policy changes, billing, renewals, and account updates.
• Build strong, long-term relationships that increase customer satisfaction and retention.
• Conduct policy reviews to help ensure customers have the protection they need.
• Identify opportunities to enhance coverage and confidently transition service conversations into in-book sales when appropriate.
• Follow up proactively with customers regarding renewals, account maintenance, and outstanding service requests.
• Maintain accurate documentation while ensuring compliance with agency and insurance standards.
• Collaborate with the agency team to provide a seamless customer experience and achieve retention goals.

What We're Looking For

• Exceptional customer service and relationship-building skills.
• Friendly, empathetic, and professional communication style.
• Strong problem-solving abilities and attention to detail.
• Comfortable discussing insurance coverage and recommending solutions that benefit customers.
• Ability to naturally pivot from service conversations to in-book sales opportunities.
• Previous insurance, customer service, account management, banking, retail, or hospitality experience is preferred.

What We Offer

• Competitive base salary plus performance incentives.
• Full licensing support and ongoing professional development.
• Training and coaching from a high-performing State Farm agency.
• A collaborative, customer-first culture that values exceptional service and long-term relationships.
• Opportunities for career growth and advancement.

Equal Opportunity Employer

Seth Walizer State Farm is an Equal Opportunity Employer and complies with all applicable federal, state, and local employment laws, including ADEA and EEOC guidelines. Qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.