Customer Retention Specialist - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
- Training & development
6 N Main Street
Coopersburg, PA 18036 Protect Relationships. Strengthen Coverage. Grow the Book. Dorrit Emerich State Farm is seeking a Customer Retention Specialist who excels at delivering exceptional service while confidently identifying in-book sales opportunities. This role is ideal for a relationship-driven professional who understands that strong service builds trustand trust leads to growth. You will work closely with existing customers, managing renewals, handling service requests, and conducting proactive coverage reviews to ensure clients are properly protected. The right candidate can pivot naturally from service conversations into meaningful recommendations that strengthen accounts. What Youll Do
- Communicate with existing customers regarding renewals, policy changes, and coverage questions
- Conduct proactive policy reviews to identify coverage gaps and cross-sell opportunities
- Provide professional support during service and claims-related conversations
- Recommend additional protection using a needs-based approach
- Maintain accurate documentation and ensure compliance with agency procedures
- Collaborate with team members to meet retention and production goals
- Strong customer service mindset with the ability to pivot into sales conversations
- Excellent communication and listening skills
- Detail-oriented and organized with disciplined follow-up
- Comfortable working in a goal-driven environment
- Prior customer service, account management, or insurance experience preferred
- Pivot service conversations into in-book sales opportunities when appropriate.
- Opportunity to increase income through in-book sales
- Supportive team culture focused on service and growth
- Ongoing professional development opportunities
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