Customer Retention Specialist - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Full-Time | In-Office
Locations: 19053 & 19002 (Philadelphia Suburbs) Protect Relationships. Strengthen Coverage. Grow the Book. The Eldion Pajollari Agency is hiring a Customer Retention Specialist who leads with service and builds growth through trusted relationships. This role is centered on client care, renewals, and account management with clear expectations to identify in-book sales opportunities that strengthen coverage and improve retention. You will work primarily with existing customers, ensuring their policies remain accurate and complete while proactively recommending additional protection when appropriate. What Youll Do
- Communicate with existing clients regarding renewals, policy changes, and coverage questions
- Provide calm, professional support during service and claims-related conversations
- Conduct proactive policy reviews to identify gaps and recommend additional protection
- Pivot service conversations into needs-based cross-sell opportunities
- Strengthen long-term relationships to increase retention and referrals
- Maintain accurate documentation and ensure compliance with agency procedures
- Collaborate with team members to meet retention and growth goals
- Strong service mindset with the ability to confidently recommend coverage enhancements
- Excellent communication and listening skills
- Detail-oriented and organized
- Professional, empathetic, and relationship-driven
- Comfortable discussing protection options during renewal and service conversations
- Prior customer service, account management, or insurance experience preferred
- Base salary plus commission and performance incentives
- Earning potential tied to retention and in-book sales
- Ongoing training and development
- Opportunity to grow within a multi-location agency
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