Insurance Client Services & Retention Specialist

KELLI SWART INSURANCE AGENCY INC; Rogers (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kelli Swart State Farm Agency in Rogers, MN, is hiring a Customer Retention Specialist to deliver outstanding service and strengthen relationships with policyholders. You will handle renewals, billing questions, and coverage inquiries while identifying opportunities for additional protections.

Ideal candidates are service-oriented, problem-solvers, and comfortable guiding customers toward preferred insurance solutions; Minnesota licenses are required before starting.

Qualifications

• Strong customer service and relationship-building skills.
• Excellent verbal and written communication abilities.
• Active listening and problem-solving capabilities.
• Organized and detail-oriented with strong follow-through.
• Comfortable managing multiple customer needs and priorities.
• Prior customer service, account management, or insurance experience preferred.
• State Farm agency experience is a plus.
• Active Minnesota Property & Casualty and Life & Health licenses required prior to start date.

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.
• Follow up consistently and professionally.

Skills

Customer service

Communication

Active listening

Detail-oriented

Multitasking

Insurance experience

State Farm familiarity

Minnesota licenses

Job description

Kelli Swart State Farm Agency in Rogers, MN, is hiring a Customer Retention Specialist to deliver outstanding service and strengthen relationships with policyholders. You will handle renewals, billing questions, and coverage inquiries while identifying opportunities for additional protections.

Ideal candidates are service-oriented, problem-solvers, and comfortable guiding customers toward preferred insurance solutions; Minnesota licenses are required before starting.