In-Office Insurance Retention Specialist

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

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.