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Elite Producer- Insurance Closing Specialist
2 weeks ago
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.
Salary Range: $45, $115,000.00 per year
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Have experience working leads.
Have a track record of being a top performer.
Have a P&C License or Personal Lines License.
ResponsibilitiesWhat 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.
Follow a proven sales process.
Close business and get paid simple.
About UsWe 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. Apply to our team today
