Policy Renewal & Growth Specialist

Lphenry; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health and dental insurance

Paid time off and holidays

Training and professional development

Opportunity for advancement

Job summary

State Farm Agent Team in Lafayette Hill, PA is seeking a Customer Retention Specialist who excels at serving existing policyholders. The role focuses on renewals, changes and questions while identifying coverage gaps and turning conversations into in-book sales opportunities.

Success is measured by customer satisfaction and monthly sales goals achieved through a needs-based, customer-first approach. The position offers a competitive base salary with licensing support, ongoing training, and

Qualifications

• Customer service or account management experience preferred.
• Ability to obtain required licenses before/soon after starting.
• Excellent communication and problem-solving skills.
• Detail-oriented with strong focus on customer experience.

Responsibilities

• Manage renewals, changes and policy questions for existing customers.
• Provide calm, professional support during service and claims conversations.
• Review accounts and assist with policy changes, endorsements and updates.
• Identify coverage gaps and pivot conversations into in-book sales opportunities.
• Recommend additional products using a needs-based, customer-focused approach.
• Maintain accurate and detailed documentation of all customer interactions.
• Collaborate with team to meet retention, service and outreach goals.

Skills

Customer service

Relationship-building

Communication

Active listening

Problem-solving

Attention to detail

Sales orientation

Account management

Job description

State Farm Agent Team in Lafayette Hill, PA is seeking a Customer Retention Specialist who excels at serving existing policyholders. The role focuses on renewals, changes and questions while identifying coverage gaps and turning conversations into in-book sales opportunities.

Success is measured by customer satisfaction and monthly sales goals achieved through a needs-based, customer-first approach. The position offers a competitive base salary with licensing support, ongoing training, and