Licensed Customer Growth and Retenion Specialist

Job Description

Job Description

• Naturally look for opportunities during conversations

• Are comfortable making outbound calls

• Ask great questions and genuinely listen

• Are persuasive without being pushy

• Are comfortable discussing price and value

• Enjoy solving problems

• Can confidently handle objections

• Don’t give up easily when someone initially says no

• Are comfortable making recommendations

• Are comfortable asking for the business

• Follow up without needing to be reminded

• Are competitive and motivated by results

• Enjoy having goals and knowing your numbers

• Take ownership of your performance

• Are coachable and receptive to feedback

• Are organized enough to manage multiple opportunities at once

• Want your performance to have a measurable impact on the business

Insurance experience is helpful, but sales ability, work ethic, attitude, relationship building, competitiveness, and coachability are extremely important to us.

This Position May NOT Be For You If…

You prefer to wait for work to come to you.

You are uncomfortable making outbound calls.

You don’t enjoy sales conversations.

You are uncomfortable asking someone for their business.

You prefer completing transactions over creating opportunities.

You become discouraged easily when customers say no.

This position requires initiative.

We want someone who picks up the phone, creates conversations, follows up, uncovers needs, makes recommendations, and works opportunities through to an outcome.

How You’ll Win

Success in this role may be measured through:

• Customer contacts

• Account reviews completed

• Retention results

• Policies retained

• Cross sale opportunities

• Cross sales closed

• Companion policies added

• Coverage improvements

• Policy rewrites

• Life insurance opportunities and applications

• Household penetration

• Follow up activity

• Premium and revenue retained

• Premium and revenue generated

You will know your numbers and understand exactly what success looks like.

Our Culture

Jessica Lyng Insurance & Financial Group believes exceptional customer service and great sales can coexist.

Selling isn’t about pushing products people don’t need.

Great sales is about asking better questions, uncovering needs, educating customers, recommending solutions, and confidently asking for the business when you know you can help.

We set goals.

We track results.

We coach.

We hold ourselves accountable.

We celebrate wins.

And we want people who are excited to grow personally, professionally, and financially.

RETAIN. REVIEW. ROUND. GROW.

Retain the relationship.

Review the account.

Round the household.

Grow the relationship and the agency.

If you’re sales minded, great with people, motivated by results, and ready for a position where your effort can directly impact your success, we want to meet you.

Apply today to join Jessica Lyng Insurance & Financial Group as a Customer Growth & Retention Specialist.

Responsibilities

• Make proactive outbound calls to existing customers

• Conduct policy and household reviews

• Work with customers considering cancellation and actively attempt to retain their business

• Ask questions to uncover needs and opportunities

• Identify potential coverage gaps

• Handle objections and confidently communicate value

• Identify cross sale opportunities

• Quote additional insurance products

• Identify policy rewrite opportunities when appropriate

• Discuss coverage improvement opportunities

• Identify life insurance opportunities

• Prepare and present solutions

• Follow up consistently

• Ask for the business and close opportunities

• Manage an active customer pipeline

• Document conversations, opportunities, follow ups, and outcomes

• Meet weekly and monthly activity, retention, sales, and production expectations

Requirements

• Candidate must have an Active Property and Casualty License to be considered.
• Knowledge of Allstate products and brokered home insurance policies preferred.
• Strong sales and persuasion skills with a results-driven mindset.
• Exceptional communication and relationship-building abilities.
• Attention to detail, problem-solving skills, and ability to work in a fast-paced environment.
• Comfortable making proactive outbound calls and conducting sales-focused customer conversations.
• Ability to identify customer needs, communicate value, handle objections, and confidently ask for the business.
• Organized, coachable, and able to consistently follow up and manage multiple customer opportunities.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Mon-Fri Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan
• Career Growth Opportunities