Communication Skills, Cross-Selling, Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Detail Oriented, Documentation, Health Insurance, Insurance, Licensing, Maintain Compliance, Maintenance Services, Onboarding, Organizational Skills, Sales, Sales Management, Service Delivery, Training/Teaching
- 401(k)
- Bonus based on performance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Sales & Service Focus
Dorrit Emerich State Farm
6 N Main Street
Coopersburg, PA 18036
Protect Relationships. Strengthen Coverage. Grow the Book.
Dorrit Emerich State Farm is seeking a Customer Retention Specialist who excels at delivering exceptional service while confidently identifying in-book sales opportunities. This role is ideal for a relationship-driven professional who understands that strong service builds trust—and trust leads to growth.
You will work closely with existing customers, managing renewals, handling service requests, and conducting proactive coverage reviews to ensure clients are properly protected. The right candidate can pivot naturally from service conversations into meaningful recommendations that strengthen accounts.
What You’ll Do
- Communicate with existing customers regarding renewals, policy changes, and coverage questions
- Conduct proactive policy reviews to identify coverage gaps and cross-sell opportunities
- Provide professional support during service and claims-related conversations
- Recommend additional protection using a needs-based approach
- Maintain accurate documentation and ensure compliance with agency procedures
- Collaborate with team members to meet retention and production goals
Licensing Requirements
Active Pennsylvania Property & Casualty license required prior to Day 1 start
If not currently licensed, P&C must be obtained before starting
Full licensing support, study resources, and onboarding guidance are provided throughout the process
What We’re Looking For
- Strong customer service mindset with the ability to pivot into sales conversations
- Excellent communication and listening skills
- Detail-oriented and organized with disciplined follow-up
- Comfortable working in a goal-driven environment
- Prior customer service, account management, or insurance experience preferred
Compensation & Growth
- Base salary plus commission and performance incentives
- Opportunity to increase income through in-book sales
- Supportive team culture focused on service and growth
- Ongoing professional development opportunities
If you enjoy building long-term relationships, providing exceptional service, and growing accounts through meaningful coverage conversations, apply today to join Dorrit Emerich State Farm.
Dorrit Emerich State Farm is an Equal Opportunity Employer and encourages applications from individuals of all backgrounds and experiences.
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Dorrit Emerich - State Farm Agent