Insurance Retention & Growth Specialist

Jake-Davis---State-Farm-Agent; Indiana (PA); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Base + commissions

Licensing support

Training & development

Monthly performance goals

Team-focused environment

Growth opportunities

Job summary

Jake Davis State Farm Agency in Indiana, PA seeks a Customer Retention Specialist to service and grow existing client relationships. You’ll manage renewals, answer policy questions, and identify additional coverage needs. The role blends strong service with needs-based sales in a fast-paced office environment.

Ideal candidates bring excellent customer service, problem-solving, and the ability to meet monthly retention and sales goals, with licensing support provided to advance professionally.

Qualifications

• Strong customer service and relationship-building skills required.
• Ability to transition service conversations into sales opportunities.
• Comfortable working toward monthly sales and retention goals.
• Strong problem-solving and follow-through ability.
• Detail-oriented with organized record-keeping.
• Experience in customer service, account management, or insurance preferred.

Responsibilities

• Communicate with existing customers about renewals, coverage questions, and policy updates.
• Assist with billing, claims-related questions, policy changes, and service needs.
• Conduct proactive account reviews and keep customer information current.
• Identify gaps in coverage and additional insurance needs.
• Recommend appropriate products through customer-focused conversations.
• Work toward established monthly in-book sales goals.
• Support retention through follow-up and relationship-building.
• Maintain records of conversations and service activity; collaborate with team.

Skills

Customer service

Relationship-building

Sales conversations

Problem-solving

Attention to detail

Multitasking

Insurance experience

Job description

Jake Davis State Farm Agency in Indiana, PA seeks a Customer Retention Specialist to service and grow existing client relationships. You’ll manage renewals, answer policy questions, and identify additional coverage needs. The role blends strong service with needs-based sales in a fast-paced office environment.

Ideal candidates bring excellent customer service, problem-solving, and the ability to meet monthly retention and sales goals, with licensing support provided to advance professionally.