Customer Retention Specialist – Customer Service & In-Book Sales

Lori Henry State Farm Agency
Job Type: Full-Time | In-Office

Build Relationships. Deliver Outstanding Service. Create Opportunities for Growth.

Are you passionate about helping customers, building lasting relationships, and making a meaningful impact? The Lori Henry State Farm Agency is seeking a service-driven Customer Retention Specialist who can deliver exceptional customer experiences while recognizing opportunities to strengthen coverage and drive in-book sales.

This position focuses primarily on supporting existing policyholders with renewals, policy changes, and everyday service needs. You'll also identify coverage gaps and recommend appropriate solutions through thoughtful, needs-based conversations. Monthly in-book sales goals are an important part of the role, with customer satisfaction and retention always at the forefront.

Join a Growing Agency!

We're excited to be expanding across two locations! Our home office serves the 19444 area, and we opened our second location in 19119 in May 2026.

As our agency continues to grow, we're creating opportunities for motivated professionals seeking long-term career development within a supportive, expanding team.

Licensing Requirements

This position is contingent upon obtaining the required insurance licenses:

Property & Casualty: Must be obtained prior to your first day in the office.
Life & Health: Must be obtained within 45 days of starting.

We provide full licensing support and guidance to help you through 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 customer accounts and assist with policy changes, endorsements, and updates.
Identify coverage gaps and transition service conversations into in-book sales opportunities when appropriate.
Recommend additional insurance products based on individual customer needs.
Maintain accurate, detailed documentation of customer interactions.
Collaborate with team members to achieve retention, service, and outreach goals.

What We're Looking For

Strong customer service mindset and excellent relationship-building skills.
Ability to listen attentively, provide confident guidance, and recommend appropriate solutions.
Effective communication, problem-solving, and follow-through.
Detail-oriented approach with a commitment to customer satisfaction.
Comfortable balancing exceptional service with sales goals and accountability.
Previous customer service or account management experience preferred.
Ability to meet the licensing requirements outlined above.

What We Offer

Competitive base salary plus commission and performance incentives.
Full licensing support and guidance.
Ongoing training and professional development.
Supportive, service-focused team environment.
Career growth opportunities within an expanding, multi-location agency.

Take the Next Step in Your Career!

If you enjoy helping people, building strong customer relationships, and finding opportunities to make a difference through personalized insurance solutions, we want to hear from you!

Apply today and grow your career with the Lori Henry State Farm Agency!

Equal Opportunity Employer

Lori Henry 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.

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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