Customer Retention Specialist - State Farm Agent Team Member

Lisapate; York (York County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

Lisapate is seeking a Customer Retention Specialist who values exceptional service and builds strong relationships with clients. In this role, you will manage customer renewals and ensure satisfaction while contributing to agency growth through sales opportunities.

Applicants should possess strong customer service skills, excellent communication abilities, and a friendly, team-oriented personality. Competitive compensation of $50,000 - $70,000 annually is offered along with full support for licensing requirements.

Qualifications

• Friendly, positive, team-oriented personality.
• Ability to thrive in a customer-focused environment.
• Comfortable discussing coverage options.

Responsibilities

• Provide exceptional service to existing policyholders.
• Assist customers with policy changes and billing questions.
• Build strong relationships that support customer loyalty.
• Collaborate with team members to meet retention goals.

Skills

Strong customer service and relationship-building skills

Excellent communication skills

Detail-oriented with strong organizational skills

Problem-solving abilities

Prior customer service or account management experience

Job description

Future Opening: Customer Retention Specialist - State Farm Agent Team Member

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

Lisa Pate State Farm 524 Greenbriar Rd, Suite 1 York, PA 17404-1335 Full-Time | In-Office

Deliver Exceptional Service. Build Trust. Grow with a Friendly Team.

Lisa Pate State Farm is seeking a service-driven Customer Retention Specialist who enjoys helping people, strengthening relationships, and delivering "service with a smile." We are looking for someone who aligns with our warm, welcoming, and team-oriented culture and understands that exceptional service naturally creates opportunities to support customer retention and thoughtful in-book sales.

This role is ideal for someone who leads with empathy, communicates with care, and takes pride in creating positive customer experiences while identifying ways to strengthen protection when it benefits the customer.

Licensing Requirements

• Property & Casualty license must be obtained prior to your Day 1 start (full support provided)
• Life & Health license must be obtained within 90 days of your start date
• We provide guidance, resources, and support to help you successfully complete the licensing process

Role Overview

As a Customer Retention Specialist, you will focus on supporting existing customers, managing renewals, and maintaining strong relationships while contributing to agency growth through needs-based coverage conversations. This is a service-first role with in-book sales opportunities generated naturally through trusted customer relationships. Success in this role is measured by customer satisfaction, retention, and contribution to agency growth.

Responsibilities

• Provide exceptional service to existing policyholders through renewals, account reviews, and customer support
• Assist customers with policy changes, billing questions, endorsements, and account updates
• Build strong relationships that support long-term retention and customer loyalty
• Provide calm, empathetic support during service and claims-related conversations
• Identify opportunities to strengthen coverage and pivot service conversations into in-book sales when appropriate
• Maintain accurate documentation of customer interactions and follow-up activities
• Collaborate with team members to meet retention, service, and growth goals
• Ensure compliance with agency standards and regulatory requirements

Qualifications

• Strong customer service and relationship-building skills
• Friendly, positive, team-oriented personality with a "service with a smile" mindset
• Excellent communication, listening, and problem-solving abilities
• Detail-oriented with strong organizational skills and follow-through
• Comfortable discussing coverage options and recommending solutions when appropriate
• Ability to thrive in a customer-focused environment
• Prior customer service or account management experience preferred
• Ability to meet licensing requirements outlined above

What We Offer

• Competitive base salary plus performance incentives
• Full support through the licensing process
• Ongoing training and professional development
• Supportive, collaborative, and friendly team culture
• Long-term growth opportunities within the agency

Equal Opportunity Employer

Lisa Pate State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.

If you enjoy helping people, building relationships, and want to be part of a friendly, customer-focused culture, apply today to join Lisa Pate State Farm.

Compensation: $50,000.00 - $70,000.00 per year