Insurance Customer Service Representative

KELLI SWART INSURANCE AGENCY INC•Rogers, MN
•$50,000 - $70,000•Onsite

About The Position

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.

Requirements

  • 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

Nice To Haves

  • State Farm agency experience is a plus

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

Benefits

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