Insurance Growth & Retention Specialist

Edward H Lehmann Agency; Irmo (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Base salary + commissions

Bonus opportunities

Paid Time Off (PTO)

Hands-on training

Mon-Fri Schedule

Job summary

The Edward H. Lehmann Allstate Agency is expanding its team to recruit a Retention & Cross-Sell Specialist in Irmo, SC. You’ll strengthen relationships with existing customers, review coverage, and identify cross-sell opportunities across Auto, Home, Life, and Retirement.

You’ll handle inbound service calls, schedule policy reviews, and work with our CRM to track follow-ups, stay organized, and coach customers toward the right protections.

Qualifications

• 2 years of customer service experience.
• Track record of reviewing policies and profiling households.
• P&C or Personal Lines license is required.

Responsibilities

• Answer inbound calls from existing clients with exceptional service.
• Transition service calls into coverage reviews and uncover cross-sell opportunities (Auto/Home/Life/Retirement).
• Make outbound calls to schedule annual review appointments when inbound volume is low.
• Work daily within our CRM to manage tasks and follow-ups.
• Build trust, establish rapport, and guide clients through coverage options.

Skills

Customer service

Policy reviews

Cross-selling

CRM

Education

P&C License

Tools

CRM software

Job description

The Edward H. Lehmann Allstate Agency is expanding its team to recruit a Retention & Cross-Sell Specialist in Irmo, SC. You’ll strengthen relationships with existing customers, review coverage, and identify cross-sell opportunities across Auto, Home, Life, and Retirement.

You’ll handle inbound service calls, schedule policy reviews, and work with our CRM to track follow-ups, stay organized, and coach customers toward the right protections.