Licensed Retention & Growth Specialist

The Juris Agency; Lynn Haven (FL); Hybrid; USD 46,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Jessica Lyng Agency in Lynn Haven, FL is hiring a Customer Growth & Retention Specialist. This role focuses on strengthening relationships with existing clients, identifying coverage gaps, and driving growth through cross-selling and proactive reviews.

You'll work on retaining accounts, reviewing household needs, presenting tailored insurance solutions, and supporting agency growth while maintaining a customer-first approach. Hybrid optional schedule and opportunities for career advancement.

Qualifications

• Active Property and Casualty license is required.
• Strong sales mindset with ability to identify client needs.
• Excellent communication and relationship-building abilities.
• Comfortable making outbound calls and handling objections.

Responsibilities

• Make proactive outbound calls to existing customers and conduct policy and household reviews.
• Identify coverage gaps and potential insurance needs to retain and grow accounts.
• Close cross-selling opportunities and propose tailored coverage recommendations.
• Review changes in customers' households and insurance needs to maintain relationships.
• Meet weekly and monthly activity, retention, and sales targets.

Skills

Sales skills

Persuasion

Communication

Relationship-building

Outbound calls

Customer retention

Education

Active Property & Casualty License

Job description

Jessica Lyng Agency in Lynn Haven, FL is hiring a Customer Growth & Retention Specialist. This role focuses on strengthening relationships with existing clients, identifying coverage gaps, and driving growth through cross-selling and proactive reviews.

You'll work on retaining accounts, reviewing household needs, presenting tailored insurance solutions, and supporting agency growth while maintaining a customer-first approach. Hybrid optional schedule and opportunities for career advancement.