Customer Retention Specialist - State Farm Agent Team Member

Customer Retention Specialist

Nick DeMaio State Farm is seeking a dynamic, service-oriented Customer Retention Specialist who enjoys helping people, building strong relationships, and delivering a high-quality customer experience. This role is ideal for someone who leads with empathy and professionalism, while also having the ability to pivot service conversations into in-book sales opportunities when it benefits the customer. If you are customer-focused, organized, and motivated to grow within a supportive, team-driven environment, this is an excellent opportunity to build a long-term career in the insurance industry.

This position is contingent upon obtaining required insurance licenses. Candidates must be fully licensed or willing to obtain licensing with agency support. Property & Casualty license must be obtained prior to your Day 1 start. Life & Health license must be obtained within 45 days of your start date. Full guidance, study direction, and support provided throughout the licensing process.

As a Customer Retention Specialist, you will focus on servicing existing customers, managing renewals, and maintaining long-term relationships. You will play a key role in customer retention while also identifying opportunities to strengthen coverage through needs-based, in-book sales conversations. Success in this role is measured by customer satisfaction, retention, and contribution to overall agency growth.

Provide exceptional service to existing policyholders across both locations. Communicate with customers regarding renewals, policy updates, and coverage options. Assist with policy changes, endorsements, billing questions, and account updates. Build and maintain strong relationships to support retention and referrals. Identify opportunities to strengthen coverage 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 growth goals. Ensure compliance with agency standards and regulatory requirements.

Strong customer service and relationship-building skills. Effective communication and active listening abilities. Detail-oriented with strong organizational and multitasking skills. Problem-solving mindset with a focus on customer experience. Comfortable discussing coverage options and identifying opportunities when appropriate. Positive, team-oriented attitude with a strong work ethic. Prior customer service, account management, or insurance experience preferred. Ability to meet licensing requirements outlined above.

Competitive base salary plus performance-based incentives. Full support through the licensing process. Ongoing training and professional development. Supportive, collaborative team environment across two locations. Long-term growth opportunities within the agency.

Nick DeMaio 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.

If you enjoy helping people, building relationships, and growing through meaningful customer interactions, apply today to join Nick DeMaio State Farm in Perkasie or Richboro. Compensation: $50,000.00 - $70,000.00 per year.

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Perkasie, PA and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.