Licensed Retention Specialist

Jessica Lyng Allstate Agency; Lynn Haven (FL); Hybrid; USD 46,000 - 65,000; Full time

Benefits offered by this job

Annual base salary + commission

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Weekends Off

Hybrid Optional

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Job summary

Jessica Lyng Agency in Lynn Haven, FL seeks a Customer Growth & Retention Specialist who focuses on strengthening relationships with existing clients, reviewing accounts, and identifying coverage gaps to grow the business.

This hybrid, Monday–Friday role combines proactive outreach, tailored recommendations, and cross-selling opportunities while delivering exceptional client experiences and supporting agency growth.

Qualifications

• Active Property and Casualty License required.
• Strong sales and persuasion skills with a results-driven mindset.
• Exceptional communication and relationship-building abilities.
• Attention to detail and ability to work in a fast-paced environment.
• Ability to identify customer needs and clearly convey value.

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.

Skills

Sales skills

Communication

Relationship-building

Outreach calling

Negotiation

Customer retention

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

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.

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.