Retention & Cross-Sell Specialist (In-Office)

The Juris Agency; Irmo (SC); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Paid Time Off

Hands-on Training

Mon-Fri Schedule

Job summary

Edward H. Lehmann Allstate Agency is expanding and seeking a Retention & Cross-Sell Specialist to deepen relationships with existing customers, review policies, and identify cross-sell opportunities across Auto, Home, Life, and Retirement.

You’ll handle inbound service calls, schedule policy reviews, and work daily in a CRM, following structured workflows. This role offers training, a Monday–Friday schedule, and PTO.

Qualifications

• Have 2 years of customer service experience.
• Have a track record of reviewing policies, profiling households and selling other lines into the household.
• Have a P&C License or a Personal Lines License.

Responsibilities

• Answer inbound calls from existing clients and provide exceptional customer service.
• Transition service calls into coverage reviews and uncover cross-sell opportunities within Auto/Home/Renters/Landlord (P&C).
• Life & Retirement referrals.
• Make outbound calls to schedule annual review appointments when inbound volume is low.
• Work daily within our CRM to manage tasks, track follow-ups, and stay organized.
• Build trust, establish rapport, and guide clients through coverage options.
• Follow structured workflows and agency systems with coaching to WIN.

Skills

Customer service

Inside sales

CRM software

Relationship building

Communication skills

Education

P&C License

Tools

CRM system

Job description

Job Description

We're expanding our team at the Edward H. Lehmann Allstate Agency and are looking to fill our Retention & Cross-Sell Specialist position.

This role focuses on:

• Strengthening relationships with existing customers
• Handling inbound service calls and identifying additional protection needs
• Performing coverage reviews and uncovering cross-sell opportunities (Auto/Home/Life/Retirement)
• Making outbound calls to schedule policy review appointments when inbound volume is low
• We have strong systems, a CRM in place, and a coaching/training process that sets our team up for success.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule

Responsibilities

What You'll Do:

This role is a blend of customer service + inside sales. You'll be the first point of contact for customers and prospects.

You will:

Answer inbound calls from existing clients and provide exceptional customer service.

Transition service calls into coverage reviews and uncover cross-sell opportunities within:

Auto / Home / Renters / Landlord policies (P&C)

Life & Retirement referrals

Make outbound calls to schedule annual review appointments when inbound volume is low.

Work daily within our CRM to manage tasks, track follow-ups, and stay organized.

Build trust, establish rapport, and guide clients through coverage options.

Follow structured workflows and agency systems, we train and coach to WIN.

This is not cold calling strangers from a phone book our technology and marketing generate real activity and warm opportunities.

Requirements

Have 2 years of customer service experience.

Have a track record of reviewing policies, profiling households and selling other lines into the household.

Have a P&C License or a Personal Lines License.