Policy Review & Cross-Sell Specialist

The Juris Agency

Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist. This role blends customer service with inside sales, acting as the first point of contact for clients and prospects. You will strengthen relationships, conduct coverage reviews, and identify cross-sell opportunities across Auto, Home, Life, and Retirement. CRM-driven workflows and coaching support are provided. #J-18808-Ljbffr The Juris Agency

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Vacancy posted 2 days ago

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