Insurance Customer Care & Retention Specialist

KELLI SWART INSURANCE AGENCY INC; Rogers (MN); Vor Ort; USD 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Training & development

Paid time off

Opportunity for advancement

Zusammenfassung

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

You will support ongoing insurance needs, assist with policy updates and renewals, handle billing questions, and identify opportunities for additional coverage, all while maintaining a smooth, personalized customer journey.

Qualifikationen

• Strong customer service and relationship-building skills.
• Excellent verbal and written communication.
• Active listening and problem-solving abilities.
• Organized and detail-oriented with strong follow-through.
• Comfortable managing multiple customer needs and priorities.

Aufgaben

• 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.
• Collaborate with team members to provide a seamless customer experience.

Kenntnisse

Customer service

Relationship building

Communication

Active listening

Problem solving

Organization

Ausbildung

Minnesota Property & Casualty license

Life & Health license

Tools

CRM software

Jobbeschreibung

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

You will support ongoing insurance needs, assist with policy updates and renewals, handle billing questions, and identify opportunities for additional coverage, all while maintaining a smooth, personalized customer journey.