Sales‑Minded Growth & Retention Specialist (Hybrid/Remote)

Jessica Lyng Allstate Agency; Lynn Haven (FL); Hybride; USD 46 000 - 65 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Sales skills

Communication

Relationship-building

Outreach calling

Negotiation

Customer retention

Description du poste

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.