Customer Retention Specialist — State Farm Agent Team Member

Job overview

The Customer Retention Specialist role is in-office in Indiana, PA. Compensation is $50,000–$70,000 per year. The role supports the Jake Davis State Farm Agency’s existing customers through service, retention, and account growth. The specialist handles renewals, policy changes, billing and coverage questions, and proactive account reviews. The role supports customer retention by maintaining relationships, identifying coverage needs, and introducing appropriate products through customer-focused conversations.

What you'll do

• Communicate with existing customers about renewals, coverage questions, and policy updates
• assist with billing, claims-related questions, policy changes, and service needs
• conduct account reviews
• identify coverage gaps and additional insurance needs
• recommend appropriate products
• work toward monthly in-book sales goals
• follow up with customers
• maintain accurate records
• collaborate with agency team members.

What we're looking for

Skills & competencies

customer retention specialist

indiana pa

jake davis state farm agent

customer service

policy renewals

account reviews

insurance sales

customer retention

property & casualty license

life & health license

$50k–$70k/year

in-office

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching
• performance-based bonus
• health insurance
• paid time off
• training and development
• advancement opportunities
• licensing guidance and support.

Why this role

Property and Casualty insurance licensing is required before the first day; Life and Health licensing is required within 30 days of starting. Licensing guidance and support are provided.

About the employer

Jake Davis - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.