VI
Retention & Cross-Sell Specialist
External job listingat Valley Insurance Professionals | Elite Agency
Tasks Conduct proactive policy renewal and coverage reviews. Strengthen relationships with existing policyholders. Address customer concerns and help prevent policy cancellations. Identif...
External source - not verified5 days agoOpen until: Jan 26, 2027
Salary
Not provided
Location
Phoenix, United States
Employment type
Full time
Workplace
Not provided
Retention & Cross-Sell Specialist
Phoenix, United States
Job description
Tasks
- Conduct proactive policy renewal and coverage reviews.
- Strengthen relationships with existing policyholders.
- Address customer concerns and help prevent policy cancellations.
- Identify cross-selling opportunities across Auto, Home, and Life Insurance.
- Provide exceptional customer service and timely follow-up.
Requirements
- Active Property & Casualty Insurance License.
- Life & Health License or willingness to obtain one within the required timeframe.
- Insurance sales or retention experience.
- Strong communication and relationship-building skills.
- Comfortable making outbound calls and handling customer objections.
- Allstate licensing or previous Allstate agency experience is highly preferred.
Schedule
- Remote or Onsite Available
Pay
- Starting Base Pay: $20+/hour + Commissions + Bonuses
- Bonus Opportunities Available
How to apply
- Send your resume by email.
- Use the subject: Retention & Cross-Sell Specialist Application
Location
- Phoenix, Arizona