Customer Retention Specialist - State Farm Agent Team Member
Full Time in Glenside - PA
Responsive recruiter
Replies within 24 hours
Benefits
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- Bonus based on performance
- Competitive salary
Insurance Customer Retention Specialist – Service & Inside Sales
Stephanie Raieta State Farm Agency
3000 Mount Carmel Avenue, Glenside, PA 19038
Full-Time | In-Office | Base Salary + Commission + Performance Incentives
Deliver Excellent Service. Retain Customers. Grow Relationships.
Stephanie Raieta State Farm is hiring a Customer Retention Specialist who enjoys helping people, solving problems, and strengthening long-term customer relationships. This is primarily a customer service and retention position with a required inside sales component.
You'll work with existing policyholders to address questions, manage policy changes, support renewals, and help prevent cancellations. Just as importantly, you'll identify coverage gaps, recommend appropriate products, and confidently ask for the sale.
This is not a service-only position. Applicants must be comfortable with both customer service responsibilities and measurable inside sales goals.
Licensing Requirements
- Property & Casualty license must be obtained before your first day working in the agency.
- Life & Health licenses are required and must be obtained within the agency's established timeframe after starting if not already held.
- Licensing guidance and support are provided. Already licensed applicants are encouraged to apply.
What You'll Do
- Respond to customer questions about policies, billing, coverage, and renewals.
- Process policy changes, endorsements, and account updates accurately.
- Support customers with claims-related questions and appropriate follow-up.
- Proactively contact existing customers to support retention and address cancellation concerns.
- Conduct coverage and account reviews to identify gaps or changing needs.
- Turn appropriate service conversations into inside sales opportunities.
- Quote, recommend, and sell additional Auto, Home, Renters, Life, and other available insurance products, as appropriately licensed.
- Follow up on quotes, cross-selling opportunities, and renewal conversations.
- Meet established service, retention, and inside sales production goals.
- Document interactions and collaborate with the agency team.
What We're Looking For
- Strong customer service skills and a genuine interest in helping people.
- Confidence handling difficult conversations and resolving concerns professionally.
- Ability to listen, uncover needs, recommend coverage, and ask for the business.
- Comfortable making proactive calls and working toward inside sales targets.
- Excellent communication, organization, accuracy, and follow-through.
- Dependable, coachable, positive, and comfortable in a busy agency environment.
- Previous insurance, customer retention, customer service, or sales experience preferred.
- Ability to meet licensing requirements and work in-office in Glenside.
Why Join Stephanie Raieta State Farm?
- Competitive base salary plus commission and performance incentives.
- Licensing guidance, ongoing training, and professional development.
- Supportive, customer-focused team with opportunities for career growth.
If you take pride in keeping customers satisfied and can confidently turn coverage needs into additional sales, apply today!
Equal Opportunity Employer
Stephanie Raieta State Farm is an equal opportunity employer committed to creating a welcoming and inclusive workplace. We consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
Compensation $50,000.00 - $70,000.00 per year
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