Insurance Customer Service Representative

KELLI SWART INSURANCE AGENCY INC; Rogers (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Training & development

Paid time off

Opportunity for advancement

Job summary

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.

Qualifications

• 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.

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

Skills

Customer service

Relationship building

Communication

Active listening

Problem solving

Organization

Education

Minnesota Property & Casualty license

Life & Health license

Tools

CRM software

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Customer Retention Specialist – Service Focused Kelli Swart State Farm Agency Rogers, MN Full-Time | In-Office

Deliver Exceptional Service. Strengthen Relationships. 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

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.

Licensing Requirement

Active Minnesota Property & Casualty and Life & Health licenses are required prior to your start date.

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

Role Overview

As a Customer Retention Specialist, you will support existing customers with their ongoing insurance needs while helping strengthen long-term relationships and retention.

You will 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
• Follow up consistently and professionally
• Collaborate with team members to provide a seamless customer experience

Qualifications

• Strong customer service and relationship-building skills
• Excellent verbal and written communication
• Strong active listening and problem-solving abilities
• 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

What We Offer

• Competitive compensation
• Coaching and support for licensing requirements
• Ongoing training and professional development
• A collaborative and supportive team environment
• Career growth opportunities within the agency
• The opportunity to make a positive impact within the local community

Ready to Build a Career Helping Customers?

If you enjoy helping people, solving problems, and building lasting relationships.

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.