Customer Service Representative - Medical Supply

Kelli Swart Insurance Agency Inc; Rogers (MN); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Licensing coaching & study resources

Ongoing training & development

Career growth opportunities

Job summary

Kelli Swart State Farm Agency in Minnesota is seeking a service-focused Customer Retention Specialist to support existing customers with their ongoing insurance needs. You will help with renewals, billing questions, coverage inquiries, and claims-related support to deliver a smooth, personalized experience.

The role emphasizes building long-term relationships, identifying opportunities for additional coverage, and maintaining accurate records.

Qualifications

• Strong customer service and relationship-building skills.
• Comfortable managing multiple customer needs and priorities.
• Prior customer service, account management, or insurance experience preferred.

Responsibilities

• Support existing customers with ongoing insurance needs and retention.
• Assist with policy renewals, updates, billing questions, and coverage inquiries.
• Provide claims-related support and follow-up as needed.
• Review accounts and help address policy or coverage needs.
• Identify opportunities for additional protection and cross-sell.

Skills

Customer service

Relationship-building

MultipTask prioritization

Job description

Job Description Customer Retention Specialist – Service Focused

Kelli Swart State Farm Agency

Full-Time | In-Office

Deliver Exceptional Service. Support Agency Growth.

Kelli Swart State Farm Agency is seeking a service-oriented Customer Retention Specialist who enjoys helping customers, building strong relationships, and delivering an exceptional service experience.

This role is ideal for someone who takes pride in solving problems, supporting policyholders, and maintaining long-term customer relationships. While primarily service-focused, the ideal candidate will also be comfortable recognizing additional insurance needs and identifying opportunities where added coverage may benefit the customer.

Our mission is to work together as a dedicated team to provide insurance solutions that protect the everyday lives of our customers and their families. We believe in treating every customer like family—offering honest guidance, meaningful protection, and exceptional care that extends far beyond the sale.

Our success is built on integrity, teamwork, and a genuine commitment to serving our community.

We'll provide coaching, study resources, and guidance to help you become fully licensed before joining our team.

As a Customer Retention Specialist, you will...

• Support existing customers with their ongoing insurance needs while helping strengthen long-term relationships and retention.
• Assist with policy updates, renewals, billing questions, coverage inquiries, and claims-related support while providing a smooth, responsive, and personalized customer experience.

Key Responsibilities

• Provide exceptional service and support to existing customers
• Assist with policy renewals, updates, billing questions, and coverage inquiries
• Support customers with claims-related questions and follow-up
• Review customer accounts and help address policy or coverage needs
• Identify opportunities where customers may benefit from additional protection
• Build strong relationships that support customer retention
• Maintain accurate documentation of customer interactions
• Collaborate with team members to provide a seamless customer experience

Qualifications & Preferences

• Strong customer service and relationship-building skills
• Comfortable managing multiple customer needs and priorities
• Prior Customer Service, Account Management, Or Insurance Experience Preferred

Benefits

• Coaching and support for licensing requirements
• Ongoing training and professional development
• Career growth opportunities within the agency
• The opportunity to make a positive impact within the local community

Kelli Swart State Farm Agency is an Equal Opportunity Employer. We are committed to creating an inclusive environment for 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.