Account Manager - State Farm Agent Team Member

Benefits:

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Customer Retention Specialist – Service-Focused with In-Book Sales Goals

Bill Weychert State Farm Agency

Locations: Conshohocken, PA & Philadelphia, PA

2078 Butler Pike, Conshohocken, PA 19428

6001 Ridge Avenue, Philadelphia, PA 19128

Job Type: Full-Time | In-Office

Deliver Exceptional Service. Retain Clients. Support Agency Growth.

Bill Weychert State Farm is seeking a Customer Retention Specialist who leads with service excellence while confidently supporting in-book sales growth. This role is ideal for a professional who enjoys helping existing clients, solving problems, and strengthening customer relationships, while also being accountable to monthly sales goals through needs-based coverage recommendations.

You will work primarily with our existing book of business, assisting with renewals, policy changes, service requests, and proactive account reviews. In addition to providing excellent customer support, you will identify coverage gaps and recommend additional protection that benefits both the customer and the agency.

Full licensing is required. Candidates must hold Property & Casualty and Life & Health licenses. If not fully licensed, candidates must obtain their Property & Casualty license prior to Day 1 start in the agency. Licensing guidance and support will be provided.

What You’ll Do

Communicate with existing customers regarding renewals, coverage questions, and policy updates

Provide calm, professional service during billing, policy, and claims-related conversations

Conduct proactive account reviews and assist with endorsements, changes, and updates

Identify coverage gaps and pivot service conversations into in-book sales opportunities

Recommend additional products using a needs-based, customer-first approach

Meet monthly in-book sales goals while maintaining service quality

Maintain accurate documentation of customer interactions and follow-up activity

Collaborate with the team to support retention, service standards, and agency growth

What We’re Looking For

Strong service mindset with the ability to confidently transition into sales conversations

Proven relationship-building and customer communication skills

Comfort being accountable to monthly sales and retention goals

Excellent problem-solving skills and follow-through

Detail-oriented with a strong focus on customer experience

Ability to work in a fast-paced, client-focused environment

Prior customer service, account management, or insurance experience preferred

Full licensing required: Property & Casualty and Life & Health

Property & Casualty must be obtained prior to Day 1 start, with support provided

Why Join the Weychert Agency

Competitive base salary plus commission and performance incentives

Opportunity to support clients across two established office locations

Licensing guidance and support to help you start strong

Ongoing training and professional development

Clear expectations and measurable monthly goals

Supportive team culture focused on service, accountability, and growth

Long-term career opportunities within a stable, growing agency

Ready to Grow Through Service and Sales?

If you take pride in delivering excellent service and are motivated to grow through meaningful, in-book sales conversations, we’d love to hear from you.

Apply today to join the Bill Weychert State Farm Agency.