Billing, Communication Skills, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Service Management, Customer Support/Service, Documentation, Health Insurance, Insurance, Licensing, Maintain Compliance, Organizational Skills, Problem Solving Skills, Regulatory Compliance, Regulatory Requirements, Sales, Sales Management, Service Delivery, Team Player, Training/Teaching
- 401(k)
- Bonus based on performance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Service Focused with In-Book Sales Opportunity
Nick DeMaio State Farm
Location: 130 Almshouse Road Suite 104 Richboro, PA 18954
Full-Time | In-Office
Deliver Exceptional Service. Build Relationships. Support Growth.
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.
Licensing Requirement (Job Contingent)
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
Role Overview
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.
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
Qualifications
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
Prior customer service, account management, or insurance experience preferred
Ability to meet licensing requirements outlined above
What We Offer
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
Equal Opportunity Employer
Nick DeMaio State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.
Ready to Build a Career Helping Customers?
If you enjoy helping people, building relationships, and growing through meaningful customer interactions, apply today to join Nick DeMaio State Farm in Perkasie or Richboro.
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Nick Demaio - State Farm Agent