Insurance Customer Retention Specialist — Service Leader

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

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.