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

Dont 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 dont 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 Youll 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 isnt about pushing products people dont 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 youre 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.

Annual Base Salary + Commission

Paid Time Off (PTO)

Work from Home

Mon-Fri Schedule

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Career Growth Opportunities

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

• 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.