Policy Review & Cross-Sell Specialist

The Juris Agency; Plainview (NY); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Job summary

Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist. This role blends customer service with inside sales, acting as the first point of contact for clients and prospects.

You will strengthen relationships, conduct coverage reviews, and identify cross-sell opportunities across Auto, Home, Life, and Retirement. CRM-driven workflows and coaching support are provided.

Qualifications

• 2 years of customer service experience.
• Experience reviewing policies and profiling households.
• P&C License or Personal Lines License required.

Responsibilities

• Answer inbound calls from existing clients with exceptional service.
• Turn service calls into coverage reviews and identify cross-sell opportunities in Auto/Home/Life/Retirement.
• Make outbound calls to schedule annual review appointments when inbound volume is low.
• Work daily in our CRM to manage tasks and follow-ups.
• Guide clients through coverage options and build trust while following agency workflows.

Skills

Customer service

Inside sales

CRM experience

Policy review

Tools

CRM software

Job description

Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist. This role blends customer service with inside sales, acting as the first point of contact for clients and prospects.

You will strengthen relationships, conduct coverage reviews, and identify cross-sell opportunities across Auto, Home, Life, and Retirement. CRM-driven workflows and coaching support are provided.