Licensed Insurance Retention & Cross-Sell Specialist

Love Insurance, But Looking for Something Better?

If you enjoy helping clients but feel like you're not getting the support, technology, or opportunity you deserve, we'd love to talk.

Lehmann Insurance is looking for a licensed Property & Casualty or Personal Lines Insurance professional to join our growing Plainview team.

This is a relationship-focused role combining customer service and sales. You'll work with existing clients, review coverage, identify protection gaps, and recommend solutions that truly fit their needs. We believe great service naturally creates opportunities to grow accounts.

What We Offer

• Competitive base salary ($40,000–$65,000+)
• Commission and tiered performance bonuses
• Paid Time Off
• Licensing reimbursement
• Modern technology and CRM systems
• Daily coaching, ongoing training, and leadership that is invested in your success
• A professional, team-oriented culture where your work is recognized

What We're Looking For

• Active New York Property & Casualty or Personal Lines License
• Insurance agency or carrier experience
• Strong communication and relationship-building skills
• A positive attitude and commitment to doing what's right for the client

If you're looking for an agency that values your experience, invests in your growth, and gives you the tools to succeed, let's have a confidential conversation.

Sometimes the best career move isn't changing what you do—it's changing where you do it.