Customer Retention Specialist - State Farm Agent Team Member

Job Description

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 Opportunity
Nick DeMaio State Farm
Location: 130 Almshouse Road Suite 104 Richboro, PA 18954
Full-Time | In-Office 

Deliver Exceptional Service. Build Relationships. Support Growth.

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.

Licensing Requirement (Job Contingent)

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

Role Overview

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.

Responsibilities

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

Qualifications

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

What We Offer

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

Equal Opportunity Employer

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.

Ready to Build a Career Helping Customers?

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.