Customer Growth: Retention & Cross-Sell Specialist

The Juris Agency; Irmo (SC); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Paid Time Off

Hands-on Training

Mon-Fri Schedule

Job summary

Edward H. Lehmann Allstate Agency is expanding and seeking a Retention & Cross-Sell Specialist to deepen relationships with existing customers, review policies, and identify cross-sell opportunities across Auto, Home, Life, and Retirement.

You’ll handle inbound service calls, schedule policy reviews, and work daily in a CRM, following structured workflows. This role offers training, a Monday–Friday schedule, and PTO.

Qualifications

• Have 2 years of customer service experience.
• Have a track record of reviewing policies, profiling households and selling other lines into the household.
• Have a P&C License or a Personal Lines License.

Responsibilities

• Answer inbound calls from existing clients and provide exceptional customer service.
• Transition service calls into coverage reviews and uncover cross-sell opportunities within Auto/Home/Renters/Landlord (P&C).
• Life & Retirement referrals.
• Make outbound calls to schedule annual review appointments when inbound volume is low.
• Work daily within our CRM to manage tasks, track follow-ups, and stay organized.
• Build trust, establish rapport, and guide clients through coverage options.
• Follow structured workflows and agency systems with coaching to WIN.

Skills

Customer service

Inside sales

CRM software

Relationship building

Communication skills

Education

P&C License

Tools

CRM system

Job description

Edward H. Lehmann Allstate Agency is expanding and seeking a Retention & Cross-Sell Specialist to deepen relationships with existing customers, review policies, and identify cross-sell opportunities across Auto, Home, Life, and Retirement.

You’ll handle inbound service calls, schedule policy reviews, and work daily in a CRM, following structured workflows. This role offers training, a Monday–Friday schedule, and PTO.