Client Retention & Cross-Sell Specialist
Listed on 2026-10-06
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Sales
Customer Success Management, Client Relationship Management
Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist to strengthen client relationships and identify cross-sell opportunities across Auto, Home, Renters, and Life products.
You will handle inbound service calls and schedule policy reviews, leveraging our CRM to stay organized. This role blends customer service with inside sales, requiring a P&C license and experience reviewing policies.
The Client Retention & Cross-Sell Specialist role at Edward H Lehmann Agency is now open for applications in Plainview, NY, United States.
Learn more about the Client Retention & Cross-Sell Specialist role in the description above.
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