Customer Retention Specialist - State Farm Agent Team Member
Full Time in Jenkintown - PA
Benefits
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Service Focused with In-Book Sales Opportunity Michael Friel State Farm Agency 261 Old York Rd, Suite 326 Jenkintown, PA 19046 Full-Time | In-Office
Deliver Exceptional Service. Build Trust. Support Growth.
Michael Friel State Farm is seeking a service-driven Customer Retention Specialist who is passionate about helping customers, strengthening long-term relationships, and delivering a high-quality customer experience. This role is ideal for someone who leads with empathy, communicates effectively, and can confidently identify opportunities to strengthen protection through in-book sales when it benefits the customer.
If you take pride in providing outstanding service while contributing to agency growth, this is an excellent opportunity to build a long-term career in the insurance industry.
Licensing Requirement (Job Contingent)
This position is contingent upon obtaining required insurance licensing.
• Property & Casualty license must be obtained prior to your Day 1 start (full support provided) • We provide guidance, study support, and resources 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. You will play a key role in customer retention while identifying opportunities to enhance coverage through thoughtful, needs-based conversations.
This is a service-first role with in-book sales opportunities generated naturally through relationship-based customer interactions.
Responsibilities
Support existing customers with renewals, policy questions, and coverage reviews
Assist with policy changes, endorsements, billing questions, and account updates
Provide empathetic and professional support during service and claims-related conversations
Build and maintain strong customer relationships to support retention and referrals
Identify opportunities to strengthen protection and pivot service conversations into in-book sales
Maintain accurate and detailed documentation of customer interactions
Collaborate with team members to support retention, service, and agency growth goals
Ensure compliance with agency standards and regulatory requirements
Qualifications
Strong customer service and relationship-building skills
Excellent communication, listening, and problem-solving abilities
Detail-oriented with strong organizational skills and follow-through
Comfortable discussing coverage options and identifying sales opportunities when appropriate
Prior customer service, account management, or insurance 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 team environment
Growth opportunities within a high-performing agency
Equal Opportunity Employer
Michael Friel 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.
Ready to Build a Career Helping Customers?
If you enjoy helping people, building relationships, and growing through meaningful customer interactions, apply today to join Michael Friel State Farm.
Compensation $50,000.00 - $70,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none