Retention & Cross-Sell Specialist (In-Office)

Edward H Lehmann Agency; Irmo (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Base salary + commissions

Bonus opportunities

Paid Time Off (PTO)

Hands-on training

Mon-Fri Schedule

Job summary

The Edward H. Lehmann Allstate Agency is expanding its team to recruit a Retention & Cross-Sell Specialist in Irmo, SC. You’ll strengthen relationships with existing customers, review coverage, and identify cross-sell opportunities across Auto, Home, Life, and Retirement.

You’ll handle inbound service calls, schedule policy reviews, and work with our CRM to track follow-ups, stay organized, and coach customers toward the right protections.

Qualifications

• 2 years of customer service experience.
• Track record of reviewing policies and profiling households.
• P&C or Personal Lines license is required.

Responsibilities

• Answer inbound calls from existing clients with exceptional service.
• Transition service calls into coverage reviews and uncover cross-sell opportunities (Auto/Home/Life/Retirement).
• Make outbound calls to schedule annual review appointments when inbound volume is low.
• Work daily within our CRM to manage tasks and follow-ups.
• Build trust, establish rapport, and guide clients through coverage options.

Skills

Customer service

Policy reviews

Cross-selling

CRM

Education

P&C License

Tools

CRM software

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.

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

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule

Responsibilities

What You'll Do:

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.

Company Description

We have agency locations in Plainview, NY, and Irmo, SC 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.