Retention & Cross-Sell Specialist (In-Office)

Edward H Lehmann Agency; Plainview (NY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Salary + commission

PTO

Hands-on training

Mon-Fri schedule

Job summary

Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist to strengthen client relationships and identify cross-sell opportunities across Auto, Home, Renters, and Life products.

You will handle inbound service calls and schedule policy reviews, leveraging our CRM to stay organized. This role blends customer service with inside sales, requiring a P&C license and experience reviewing policies.

Qualifications

• 2 years of customer service experience.
• Experience reviewing policies and profiling households for cross-sell.
• Holder of a P&C or Personal Lines license.

Responsibilities

• Answer inbound calls from existing clients and provide exceptional service.
• Transition calls into coverage reviews and identify cross-sell opportunities (P&C).
• Provide Life & Retirement referrals.
• Make outbound calls to schedule annual review appointments.
• Use CRM daily to manage tasks and follow-ups.
• Build trust and guide clients through coverage options.
• Follow structured workflows and agency systems with training to WIN.
• Explain that leads are warm via technology/marketing, not cold calls.

Skills

Customer service

Policy review

Cross-sell

CRM tools

Education

High school diploma or equivalent

Tools

CRM software

Policy management 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.

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:

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.

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.