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

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