Customer Retention Specialist - State Farm Agent Team Member

Job Description

Benefits:

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Customer Retention Specialist Service-Focused with In-Book Sales

Stephanie Raieta State Farm Agency

Location: 207 S Easton Road, Glenside, PA 19038

Deliver Exceptional Service. Strengthen Relationships. Support Growth.

The Stephanie Raieta State Farm Agency is seeking a service-driven Customer Retention Specialist who excels at building long-term relationships, supporting clients through lifes changes, and ensuring policies stay current and effective. This role is ideal for someone who leads with empathy and professionalism, while also being comfortable pivoting service conversations into meaningful in-book sales opportunities when appropriate.

You will work primarily with existing customers, helping them through renewals, changes, and questions, while identifying coverage gaps and recommending additional protection that truly benefits the customer.

Full licensing is required. Candidates must hold Property & Casualty and Life & Health licenses. If not fully licensed, candidates must obtain their Property & Casualty license prior to Day 1 start in the agency. We provide guidance and support to help you complete the licensing process.

What Youll Do

Communicate with existing customers regarding renewals, coverage questions, and policy updates

Provide calm, professional support during service and claims-related conversations

Conduct account reviews and assist with policy changes, endorsements, and updates

Identify coverage gaps and pivot service conversations into in-book sales opportunities when appropriate

Recommend additional products using a needs-based, customer-first approach

Maintain accurate documentation of all customer interactions

Collaborate with team members to meet retention, service, and outreach goals

What Were Looking For

Strong customer service mindset with excellent relationship-building skills

Ability to listen first, guide confidently, and ask for the business when it makes sense

Effective communication, problem-solving, and follow-through

Detail-oriented with a strong focus on customer experience

Comfortable working in a fast-paced, client-focused environment

Prior experience in customer service, account management, or insurance preferred

Full licensing required: Property & Casualty and Life & Health

Property & Casualty must be obtained prior to Day 1 start (support provided)

Why Join the Raieta Agency

Competitive base salary plus commission and performance incentives

Licensing guidance and support to help you start strong

Ongoing training and professional development

Supportive, service-driven team culture

Long-term growth opportunities within the agency

Ready to Build a Career in Service with Growth Opportunities?

If you take pride in delivering outstanding service and enjoy helping customers make informed coverage decisions that protect what matters most, wed love to hear from you.

Full-time