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Customer Retention Specialist - State Farm Agent Team Member

Charles Berrouet - State Farm Agent

Philadelphia, PA

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JOB DETAILS
SKILLS
Billing, Claims Processing, Communication Skills, Customer Relations, Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Follow Through, Genetics, Health Insurance, Insurance, Licensing, Multilingual, Needs Assessment, Organizational Skills, Problem Solving Skills, Sales, Sales Management, Service Delivery, Spanish Language, Team Player, Training/Teaching
LOCATION
Philadelphia, PA
POSTED
30+ days ago
Benefits:
  • Free Parking
  • 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 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.

About the Company

C

Charles Berrouet - State Farm Agent

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