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Customer Retention Specialist - State Farm Agent Team Member

Charles Berrouet - State Farm Agent, Phila, PA, United States


Customer Retention Specialist (Service-Focused with In-Book Sales)

Charles Berrouet State Farm 3933 Lancaster Avenue, Philadelphia, PA 19104 Full-Time | In-Office
Deliver Exceptional Service. Strengthen Relationships. Drive Growth.
Charles Berrouet State Farm is seeking a service-driven Customer Retention Specialist to join our high-performing agency. This role is ideal for someone who is passionate about helping customers, building long-term relationships, and delivering a high-quality service experience. While this position is primarily service-focused, success in this role also includes identifying opportunities within the existing book of business and confidently guiding conversations toward appropriate coverage solutions. If you thrive in a goal-oriented environment and enjoy combining service with sales, we encourage you to apply.
What You'll Do
Provide exceptional service and support to existing customers
Manage policy renewals, updates, billing questions, and coverage inquiries
Assist customers through the claims process and provide follow-up support
Review accounts to ensure accurate and complete coverage
Identify opportunities to strengthen coverage and generate in-book sales
Build strong customer relationships that drive retention and referrals
Maintain accurate documentation of customer interactions
Collaborate with team members to achieve service and production goals
What We're Looking For
Strong customer service mindset with excellent relationship-building skills
Ability to listen, identify needs, and recommend appropriate solutions
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 succeed in a performance-driven environment
Prior experience in customer service, account management, or insurance preferred
Insurance or State Farm experience is a plus, but not required
Bilingual Spanish-speaking candidates are preferred but not required
Licensing Requirements (Job Contingent)
Active Property & Casualty and Life & Health licenses preferred
If not currently licensed, must be willing to obtain required licenses
Full support and guidance provided throughout the licensing process
What We Offer
Competitive base salary plus performance-based incentives
Additional earning potential through in-book sales opportunities
Full support through the insurance licensing process
Ongoing training and professional development
A collaborative, high-energy team environment
Opportunities for career growth within a top-performing agency
About Our Agency
At Charles Berrouet State Farm, we are committed to helping individuals and families protect what matters most. We pride ourselves on delivering personalized service, building lasting relationships, and maintaining a culture focused on growth, teamwork, and results.
Equal Opportunity Employer
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an Equal Opportunity Employer and consider applicants for all positions without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other legally protected status. 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.