Customer Retention Specialist - State Farm Agent Team Member
Full Time • Ithaca - NY
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Customer Retention Specialist – Service & Sales Focus
Nick Romo State Farm Agency
Ithaca, New York
Ithaca, New York
Protect relationships. Drive growth. Build a long-term career.
At Nick Romo State Farm, great service and smart sales go hand in hand. We believe the best growth comes from strong relationships—understanding our customers’ needs and confidently recommending solutions that truly protect them. If you’re someone who can lead with empathy and isn’t afraid to ask for the business, this role is for you.
We’re seeking a Customer Retention Specialist who will own existing client relationships while identifying opportunities to deepen coverage, increase retention, and contribute to agency growth. This is a hybrid service and sales role where every conversation is a chance to strengthen trust and deliver value.
You May Be a Great Fit for This Role If You:
- Stay calm and confident when customers are stressed or unsure
- Enjoy building long-term relationships and guiding people through decisions
- Listen first, then confidently recommend solutions that make sense
- See service conversations as opportunities to add value and protect more
- Are motivated by goals, results, and growing both relationships and revenue
What You’ll Do:
- Manage and maintain relationships with existing customers
- Lead proactive outreach for renewals, policy reviews, and account follow-ups
- Identify cross-sell and coverage enhancement opportunities
- Educate customers on products and confidently recommend solutions
- Support claims follow-up and service requests with professionalism and care
- Maintain accurate documentation and collaborate with the team to hit retention and sales goals
What You Bring:
- Strong communication, persuasion, and relationship-building skills
- A service-first mindset paired with comfort in sales conversations
- Goal-oriented and motivated by measurable results
- Organized, detail-oriented, and able to manage multiple priorities
- Previous experience in customer service, account management, or sales preferred
- Willingness to obtain Property & Casualty and Life & Health licenses (full support provided)
Why Join Nick Romo State Farm:
- Competitive base pay plus commissions and performance bonuses
- Licensing support and paid training
- Clear growth path within a high-performing agency
- Supportive, team-oriented culture that values initiative and results
- The opportunity to make a real impact while building a scalable career
If you’re ready to combine relationship-driven service with meaningful sales impact, apply today to join Nick Romo State Farm.
Compensation: $50,000.00 - $70,000.00 per year
Do you want a career and not just a job?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our well-trained team uses state of the art technology to achieve outstanding results. If you want to make an impact, see immediate success, we could be the place for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Renters Insurance.
- Our office is located in Downtown Ithaca, NY.
- Additional languages spoken: Spanish
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.
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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none