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Account Manager - State Farm Agent Team Member

$45k - $65k

Bill Weychert - State Farm Agent

Customer Retention Specialist – Service-Focused with In-Book Sales GoalsDeliver exceptional service. Retain clients. Support agency growth. Bill Weychert State Farm is seeking a Customer Retention Specialist who leads with service excellence while confidently supporting in-book sales growth. This role is ideal for a professional who enjoys helping existing clients, solving problems, and strengthening customer relationships, while also being accountable to monthly sales goals through needs-based coverage recommendations. You will work primarily with our existing book of business, assisting with renewals, policy changes, service requests, and proactive account reviews. In addition to providing excellent customer support, you will identify coverage gaps and recommend additional protection that benefits both the customer and the agency. 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. Licensing guidance and support will be provided.What you'll do:Communicate with existing customers regarding renewals, coverage questions, and policy updatesProvide calm, professional service during billing, policy, and claims-related conversationsConduct proactive account reviews and assist with endorsements, changes, and updatesIdentify coverage gaps and pivot service conversations into in-book sales opportunitiesRecommend additional products using a needs-based, customer-first approachMeet monthly in-book sales goals while maintaining service qualityMaintain accurate documentation of customer interactions and follow-up activityCollaborate with the team to support retention, service standards, and agency growthWhat we're looking for:Strong service mindset with the ability to confidently transition into sales conversationsProven relationship-building and customer communication skillsComfort being accountable to monthly sales and retention goalsExcellent problem-solving skills and follow-throughDetail-oriented with a strong focus on customer experienceAbility to work in a fast-paced, client-focused environmentPrior customer service, account management, or insurance experience preferredFull licensing required: Property & Casualty and Life & HealthProperty & Casualty must be obtained prior to Day 1 start, with support providedWhy join the Weychert Agency:Competitive base salary plus commission and performance incentivesOpportunity to support clients across two established office locationsLicensing guidance and support to help you start strongOngoing training and professional developmentClear expectations and measurable monthly goalsSupportive team culture focused on service, accountability, and growthLong-term career opportunities within a stable, growing agencyReady to grow through service and sales?If you take pride in delivering excellent service and are motivated to grow through meaningful, in-book sales conversations, we'd love to hear from you. Apply today to join the Bill Weychert State Farm Agency.Equal opportunity employerBill Weychert State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for 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. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives. Compensation: $45,000.00 - $65,000.00 per yearMy 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 Conshohocken, PA and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planningState 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.

Vacancy posted 2 days ago
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