Customer Retention Specialist - State Farm Agent Team Member
About The Position
Nick DeMaio State Farm is seeking a dynamic, service-oriented Customer Retention Specialist who enjoys helping people, building strong relationships, and delivering a high-quality customer experience. This role is ideal for someone who leads with empathy and professionalism, while also having the ability to pivot service conversations into in-book sales opportunities when it benefits the customer. If you are customer-focused, organized, and motivated to grow within a supportive, team-driven environment, this is an excellent opportunity to build a long-term career in the insurance industry. This position is contingent upon obtaining required insurance licenses. Candidates must be fully licensed or willing to obtain licensing with agency support. Property & Casualty license must be obtained prior to your Day 1 start. Life & Health license must be obtained within 45 days of your start date. Full guidance, study direction, and support provided throughout the licensing process. As a Customer Retention Specialist, you will focus on servicing existing customers, managing renewals, and maintaining long-term relationships. You will play a key role in customer retention while also identifying opportunities to strengthen coverage through needs-based, in-book sales conversations. Success in this role is measured by customer satisfaction, retention, and contribution to overall agency growth.
Requirements
- Strong customer service and relationship-building skills
- Effective communication and active listening abilities
- Detail-oriented with strong organizational and multitasking skills
- Problem-solving mindset with a focus on customer experience
- Comfortable discussing coverage options and identifying opportunities when appropriate
- Positive, team-oriented attitude with a strong work ethic
- Ability to meet licensing requirements outlined above
Nice To Haves
- Prior customer service, account management, or insurance experience preferred
Responsibilities
- Provide exceptional service to existing policyholders across both locations
- Communicate with customers regarding renewals, policy updates, and coverage options
- Assist with policy changes, endorsements, billing questions, and account updates
- Build and maintain strong relationships to support retention and referrals
- Identify opportunities to strengthen coverage and pivot service conversations into in-book sales
- Maintain accurate and detailed documentation of customer interactions
- Collaborate with team members to support retention, service, and growth goals
- Ensure compliance with agency standards and regulatory requirements
Benefits
- Competitive base salary plus performance-based incentives
- Full support through the licensing process
- Ongoing training and professional development
- Supportive, collaborative team environment across two locations
- Long-term growth opportunities within the agency
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
