Customer Retention Specialist - State Farm Agent Team Member
Full Time • Lafayette Hill - PA
Replies within 24 hours
Benefits:
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Service-Focused with In-Book Sales
Lori Henry State Farm Agency
Job Type: Full-Time | In-Office
Job Type: Full-Time | In-Office
Deliver Exceptional Service. Strengthen Relationships. Drive Smart Growth.
The Lori Henry State Farm Agency is seeking a service-oriented Customer Retention Specialist who excels at supporting existing customers while confidently pivoting service conversations into meaningful in-book sales opportunities when appropriate. This role is ideal for someone who leads with empathy, values accuracy and follow-through, and understands that great service naturally drives retention and growth.
You will work primarily with existing policyholders—supporting renewals, changes, and questions—while identifying coverage gaps and recommending solutions that genuinely benefit the customer. Monthly in-book sales goals are part of this role and are achieved through needs-based, customer-first conversations.
About Our Growth
We’re expanding across two locations and continuing to grow our presence in the community. Our current office serves the 19444 area, and we will be opening a second location in 19119 in May 2026. This growth creates strong opportunity for professionals who want to build a long-term career with an agency that is scaling and investing in its future.
Licensing Requirements (Job Contingent)
This role is licensing contingent.
- Property & Casualty license must be obtained prior to Day 1 start in the office
- Life & Health license must be obtained within 45 days of starting
We provide full licensing support and guidance to help you successfully complete the process.
What You’ll Do
- Communicate with existing customers regarding renewals, coverage questions, and policy updates
- Provide calm, professional support during service and claims-related conversations
- Review accounts and assist with policy changes, endorsements, and updates
- Identify coverage gaps and pivot service conversations into in-book sales opportunities when appropriate
- Recommend additional products using a needs-based, customer-focused approach
- Maintain accurate and detailed documentation of customer interactions
- Collaborate with team members to meet retention, service, and outreach goals
What We’re Looking For
- Strong service mindset with excellent relationship-building skills
- Ability to listen first, guide confidently, and recommend solutions when it makes sense
- Effective communication, problem-solving, and follow-through
- Detail-oriented with a strong focus on customer experience
- Comfortable balancing service excellence with sales accountability
- Prior experience in customer service or account management preferred
- Ability to meet licensing requirements outlined above
What We Offer
- Competitive base salary plus commission and performance incentives
- Full support through the licensing process
- Ongoing training and professional development
- Supportive, service-driven agency culture
- Growth opportunities within a multi-location, expanding agency
Ready to Grow in a Service-Driven Role with Sales Opportunity?
If you take pride in helping people, enjoy building long-term relationships, and are motivated to contribute to growth through in-book sales, we’d love to hear from you.
Apply today to join the Lori Henry State Farm Agency.
Compensation: $45,000.00 - $65,000.00 per year
My 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 Lafayette Hill, PA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State 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.
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Make a difference in your community every day
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Earn benefits and rewards that are second to none