Licensed Retention 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

Job Description

Customer Growth & Retention Specialist

Job Overview

At Jessica Lyng Agency, we are committed to fostering a supportive, high-energy work environment that promotes collaboration, accountability, and growth. Our agency is built on a foundation of innovation and excellence, and we're on a mission to become the most respected Allstate agency in the state. Here you'll be part of a team that values professional development, work-life balance, and delivering exceptional client experiences.

We are seeking a Customer Growth & Retention Specialist who is confident, driven, relationship-focused, and sales-minded. This is not a traditional customer service position. As part of our Customer Growth Team, you will work primarily with existing customers to strengthen relationships, retain business, proactively review accounts, identify coverage gaps, uncover additional insurance needs, and create measurable growth.

Our approach is simple: RETAIN. REVIEW. ROUND. GROW. We protect the relationships we've earned, proactively review customer accounts, look at the needs of the entire household, and identify opportunities to provide additional protection while growing the relationship and the agency.

This position is ideal for someone who has the heart of a relationship builder, the curiosity of an advisor, the persistence of a salesperson, and the drive to win. You'll have the opportunity to make a measurable impact on both our customers and the growth of our agency.

Take your career to the next level with Jessica Lyng Agency. We're here to support your growth, celebrate your success, and help you reach your full potential.

Salary Range: $46,000 - $65,000 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Weekends Off

Flexibility with Work Location (Hybrid Optional)

About Us

Our Agency is located in Lynn Haven, FL specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Responsibilities

Make proactive outbound calls to existing customers and conduct policy and household reviews.

Work with customers considering cancellation to identify concerns, communicate value, explore solutions, and actively retain their business.

Identify potential coverage gaps, additional insurance needs, and opportunities to improve customer protection.

Identify and close cross-selling opportunities, companion policies, policy rewrites, coverage improvements, and additional household insurance needs.

Quote additional insurance products and present tailored coverage recommendations.

Identify life insurance opportunities when appropriate.

Ask effective questions, handle objections, and confidently ask for the business.

Build stronger customer relationships by proactively reviewing changes in the customer's household and insurance needs.

Consistently follow up with customers and work opportunities through to an outcome.

Manage an active customer pipeline and document conversations, opportunities, follow-ups, and results.

Meet weekly and monthly expectations for customer activity, retention, sales, and production.

Contribute directly to agency growth by protecting existing revenue and generating new revenue from current customer relationships.

Requirements

Candidate must have an Active Property and Casualty License to be considered.

Knowledge of Allstate products and brokered home insurance policies preferred.

Strong sales and persuasion skills with a results-driven mindset.

Exceptional communication and relationship-building abilities.

Attention to detail, problem-solving skills, and ability to work in a fast-paced environment.

Comfortable making proactive outbound calls and conducting sales-focused customer conversations.

Ability to identify customer needs, communicate value, handle objections, and confidently ask for the business.

Organized, coachable, and able to consistently follow up and manage multiple customer opportunities.