Customer Retention Specialist - State Farm Agent Team Member
Full Time • Philadelphia - PA
Benefits:
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Service Focused with In-Book Sales
Charles Berrouet State Farm
3933 Lancaster Ave
Philadelphia, PA 19104
Full-Time | In-Office
Charles Berrouet State Farm
3933 Lancaster Ave
Philadelphia, PA 19104
Full-Time | In-Office
Deliver Exceptional Service. Strengthen Relationships. Support Growth.
Charles Berrouet State Farm is seeking a service-driven Customer Retention Specialist who thrives on helping customers, building long-term relationships, and delivering a high-quality service experience. This role is ideal for someone who leads with empathy, communicates clearly, and takes pride in being a trusted resource for clients.
While this position is primarily service-focused, success in this role also includes the ability to identify opportunities within the existing book of business and pivot conversations into in-book sales when appropriate.
We are a high-performing agency with strong production goals, and we’re looking for someone who can contribute to both customer satisfaction and agency growth.
Licensing Requirement
• Active Property & Casualty and Life & Health licenses preferred
• If not currently licensed, you must be willing to obtain licensing (full agency support provided)
• Licensing is required as part of your onboarding and long-term success in this role
• If not currently licensed, you must be willing to obtain licensing (full agency support provided)
• Licensing is required as part of your onboarding and long-term success in this role
Role Overview
As a Customer Retention Specialist, you will work closely with existing customers to manage renewals, policy updates, and service needs while ensuring they have the right coverage in place. You will play a key role in maintaining customer satisfaction, improving retention, and supporting agency growth through thoughtful coverage conversations.
Key Responsibilities
Provide exceptional service and support to existing customers
Manage policy renewals, updates, billing questions, and coverage inquiries
Assist customers through the claims process and follow up as needed
Review accounts to ensure coverage remains accurate and complete
Identify opportunities to strengthen coverage and pivot into in-book sales
Build strong relationships that drive retention and referrals
Maintain accurate documentation of all customer interactions
Collaborate with team members to meet service and production goals
What We’re Looking For
Strong service mindset with excellent relationship-building skills
Ability to listen first, guide customers, and recommend solutions when appropriate
Comfortable transitioning from service conversations into sales opportunities
Detail-oriented with strong organizational and follow-through skills
Effective communication and problem-solving abilities
Ability to thrive in a fast-paced, high-performance environment
Prior customer service or account management experience preferred
Insurance or State Farm experience a plus but not required
What We Offer
Competitive base salary plus performance incentives and in-book sales opportunities
Full support through the insurance licensing process
Ongoing training and professional development
A high-energy, growth-focused team environment
Opportunities for career advancement within a top-performing agency
Ready to Grow Your Career in a High-Performance Agency?
If you are passionate about helping customers, building relationships, and contributing to a results-driven team, we encourage you to apply today to join Charles Berrouet State Farm.
Compensation: $45,000.00 - $65,000.00 per year
Are You Driven & Ambitious?
We are an established, growth-oriented agency with a team of highly motivated individuals. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
- Our office is located in University City .
If you want a career, not a job, then we encourage you to apply.
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.
Apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none