Inside Insurance: Retention & Cross-Sell Pro
The Juris Agency
Edward H. Lehmann Allstate Agency is seeking a Retention & Cross-Sell Specialist to strengthen relationships with current clients and handle inbound service calls while identifying cross-sell opportunities across Auto, Home, Renters, and Life & Retirement. The role includes scheduling annual policy reviews and leveraging the agency CRM to stay organized and deliver exceptional service. Responsibilities include converting service calls into coverage reviews, initiating outbound outreach during #J-18808-Ljbffr The Juris Agency
- ...Edward H. Lehmann Allstate Agency and are looking to fill our Retention & Cross‑Sell Specialist position. This role focuses on: Strengthening... ...What You'll Do: This role is a blend of customer service + inside sales. You'll be the first point of contact for customers and...SuggestedWork at office
- USI Insurance Services in New York is seeking an Outside Employee Benefits sales professional responsible for driving new business revenue... ...(10-50 employees). The role focuses on pipeline development, cross-selling within existing clients, and presenting USI’s competitive...Suggested
$69.2k - $148.2k
...determined to make a difference and are proud to be an insurance company that goes well beyond coverages and... ...underwriters are responsible for balancing renewal retention goal and rate goals and managing cross sell routines Technical underwriting expertise in the...SuggestedTemporary workWork at officeRemote work3 days per week$35k - $45k
...About this position Licensed Insurance Sales Representative Lauren Peart - State Farm Agency... ...bonuses Commission on new business and cross‑selling Paid Time Off (PTO)/Vacation Retirement... ...Sales experience (outside sales or inside sales representative, retail sales associate...SuggestedFor contractorsWork at office$18 - $22 per hour
...: We are a growing State Farm agency seeking a part-time Insurance Account Representative who is eager to learn, contribute, and... ...licensed), you will begin: • Identifying coverage gaps and cross-sell opportunities • Making outbound calls to prospective and current...SuggestedHourly payFull timePart timeFor contractorsWork at officeFlexible hours$18 - $22 per hour
A State Farm agency in Plainview is seeking a part-time Insurance Account Representative eager to start a career in insurance and customer service. This role involves assisting customers with inquiries, processing policy changes, and supporting administrative tasks. The...Hourly payFull timePart time- ...Representative(CSR) to work in their Plainview office supporting an Insurance Agency affiliate. The CSR is an integral part of the daily... ...: Participate in the insurance sales process thorough cross selling, endorsement processing and telemarketing. Address client...Work at officeLocal area
- ...Customer Retention Specialist – Insurance Sales & Service Are you driven to help others while also delivering results? As a Customer Retention Specialist in our growing insurance agency, you'll be a trusted resource clients rely on for guidance, support, and protection...For contractorsWork at office
- Allstate Insurance Agency - Kevin Purdy in Commack, NY is looking for motivated individuals for a sales position. Candidates will achieve sales goals by generating new business and cross-selling. Strong interest in sales is preferred, and no prior insurance experience is...Base plus commission
- ...Massapequa, New York. If you enjoy helping people make sense of insurance and you like the idea of being part of a local agency where... ...and CRM tools Preferred: experience handling quotes, renewals, and cross-selling opportunities #J-18808-Ljbffr The Juris AgencyBase plus commissionWork at officeLocal area
$60k - $200k
...job and more exclusive features. World Insurance Associates (“World”) is a unique financial... ...’s unique niche. While your focus is selling commercial lines risk solutions, you also... ...accounts for existing clients Drive account retention and maintain client relationships...Base plus commissionImmediate start$10,000 per month
...based on performance Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid time off Responsibilities Achieve sales goals through generating new business and cross‑selling existing customers Identify and qualify sales leads from a...Base plus commissionFor contractorsLocal area$35k - $45k
...culture. If you have experience in the insurance industry, I invite you to apply for the... ...bonuses Commission on new business and cross-selling Paid Time Off (PTO)/Vacation... ...Sales experience (outside sales or inside sales representative, retail sales associate...For contractorsWork at office- ...Job Description Job Description The Licensed Insurance Agent will specialize in selling Property & Casualty, Life, Auto, and Commercial Insurance... ...inquiries Manage policy renewals to ensure client retention Provide responsive and supportive customer service...Work at office
$31.22 - $39.04 per hour
...Inside Sales Representative As an Inside Sales Representative, you will interact with existing customers to increase sales of the company... ...'s products and/or services. You will obtain, create, and up-sell orders, creating customer satisfaction and adding value to the...Hourly payWork at office$23 - $27 per hour
...Inside Sales Representative - Uncapped Commissions Compensation: $23-$27 per hour + Uncapped... ...issues to the team. Collaborate with cross-functional teams to improve the customer... ...: ~ Medical, dental, and vision insurance ~ Uncapped Commissions ~ Pet insurance...Hourly payFull timeFlexible hours- ...Job Description POSITION OVERVIEW Inside Sales Rep is responsible for continued growth... ...-motivated with a proven track record selling and delivering solutions Energetic... ...Accident/Critical Illness/Hospital Indemnity Insurances ~401K w/ matching ~ Paid PTO and...Work at office
$20.75 - $23.09 per hour
...readiness. Conduct account stocking visits and Pro Sales flyer drops. Perform outbound... ...with sales. Assist in upselling and cross-selling products to increase average transaction... ...job, the employee is usually working inside; however, they will occasionally be outside...Hourly payLocal areaShift workWeekend workAfternoon shift$150k - $170k
...client service, developing customized insurance solutions, and supporting long-term client... ...coverage strategies Contribute to retention and growth initiatives by identifying opportunities... ...and client presentations Support cross sell initiatives across lines of business...Work at officeLocal area- Valley National Bank in Jericho, New York, seeks a customer-oriented professional responsible for providing exceptional service and educating clients on a variety of bank products. This role involves analyzing financial needs, making appropriate product recommendations,...
$50k - $120k
...Life Insurance Position - State Farm Agent Team Member Full Time in Syosset - NY Replies within 24 hours Benefits 401(k) matching Bonus... ...and every day. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)...Full timeFor contractors$80k
New York Life in Bellmore, NY, is seeking a life insurance agent to join a fast-growing insurance agency. You will help clients achieve their financial goals by navigating insurance products and processing inquiries. The ideal candidate will have excellent customer service...$50k
...distribution of annuity, life and health insurance solutions for those planning for and... ...term relationships with clients to drive retention and referrals. • Stay up to date on Medicare... ...• Strong communication and consultative selling skills. • Ability to explain complex...Local area- ...proven sales process, and ongoing coaching to grow your career in insurance sales. You should be competitive, coachable, and motivated to... ...term relationships while closing personal lines policies and cross-selling auto, home, and umbrella coverages through a structured CRM...Work at office
- ...high-performance agency Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Hands on... ...Build rapport , identify customer needs, and recommend solutions Cross-sell auto, home, umbrella, and other personal lines products Track...Base plus commissionWork at office
$60 - $75 per hour
...& S Loss Control Inspections is looking for Qualified Field Inspectors in Hicksville, NY. The role involves conducting commercial insurance loss control inspections, managing assignments, and completing inspection reports. Qualified candidates will have relevant experience...For contractorsFlexible hours- ...people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place. Becoming an independent... ...to leads, quoting tools, training resources, and more so you can focus on what you do best: selling. 48640-HM-0523 #J-18808-Ljbffr...For contractors
$24 - $31 per hour
...Job Title Insurance Follow-Up Representative Job Description Under the direction of the Physician Revenue Realization Manager, the Insurance Follow-Up Representative is responsible for investigating claims status with insurance carriers, correcting and resubmitting...$80k
...apply for the Select Commercial Producer role at USI Insurance Services . General Description : Outside Commercial... .... Responsible for driving new business sales and retention for small business clients. Cross-sell referrals from other business units and establish a...Full timeLocal area$50k - $120k
A State Farm independent contractor agent in Syosset is looking for a dynamic and customer-focused Team Member for the Life Insurance Position. The ideal candidate will have a proven sales background and thrive on establishing relationships with clients. This full-time...Full timeFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Inside Insurance: Retention & Cross-Sell Pro. Be the first to apply!
- insurance customer service advisor Plainview, NY
- sales representative insurance Plainview, NY
- insurance sales Plainview, NY
- insurance law Plainview, NY
- rn insurance assessment Plainview, NY
- dental insurance Plainview, NY
- insurance Plainview, NY
- insurance receptionist Plainview, NY
- general insurance Plainview, NY
- customer service representative insurance Plainview, NY


