Customer Retention Specialist - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Customer Retention Specialist – Service, Retention & Account Growth

Jake Davis State Farm Agency
1009 Philadelphia Street
Indiana, PA 15701-1677

Full-Time | In-Office

Build Relationships. Retain Customers. Grow the Book.

The Jake Davis State Farm Agency is seeking a Customer Retention Specialist who can deliver excellent service while also helping strengthen and grow relationships within our existing book of business.

This role is ideal for someone who enjoys supporting customers, solving problems, and maintaining long-term relationships, while also feeling comfortable identifying coverage needs and introducing additional products when appropriate.

You’ll work closely with current customers on renewals, policy changes, account questions, and service needs while helping ensure they have the right protection in place. Success in this role requires a strong service mindset, attention to detail, and the ability to confidently transition into needs-based sales conversations.

Your Day-to-Day

• Communicate with existing customers about renewals, coverage questions, and policy updates
• Assist with billing, claims-related questions, policy changes, and general service needs
• Conduct proactive account reviews and help keep customer information and coverage current
• Identify potential gaps in coverage and additional insurance needs
• Recommend appropriate products through customer-focused conversations
• Work toward established monthly in-book sales goals
• Support customer retention through consistent follow-up and relationship building
• Maintain accurate records of conversations, service activity, and follow-up
• Collaborate with agency team members to meet service, retention, and growth objectives

What Makes Someone a Good Fit

• Strong customer service and relationship-building skills
• Confidence transitioning service conversations into sales opportunities when appropriate
• Comfortable working toward monthly sales and retention goals
• Strong problem-solving ability and follow-through
• Detail-oriented and focused on delivering a positive customer experience
• Able to manage multiple priorities in a fast-paced office environment
• Prior experience in customer service, account management, or insurance is preferred

Licensing Requirements

Insurance licensing is required for this position.

Property & Casualty: Must be obtained prior to Day 1
Life & Health: Must be obtained within 30 days of starting

Licensing guidance and support will be provided to help qualified candidates complete the process.

Why Join the Jake Davis Agency?

• Competitive base compensation plus commission and performance incentives
• Licensing guidance and support
• Ongoing training and professional development
• Clear monthly performance expectations
• Supportive, team-focused agency environment
• Long-term opportunities for professional growth

Grow Through Great Service

If you take pride in taking care of customers, maintaining strong relationships, and helping identify ways to better protect the people you serve, we’d love to hear from you.

Apply today to join the Jake Davis State Farm Agency in Indiana, PA.

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.