Elite Producer- Insurance Closing Specialist; In-Office

Elite Producer
- Insurance Closing Specialist (In-Office)

Join to apply for the Elite Producer
- Insurance Closing Specialist (In-Office) role at Edward H Lehmann Agency

We're expanding our team at the Edward H. Lehmann Allstate Agency and are looking to fill our Retention & Cross-Sell Specialist position.

• Strengthening relationships with existing customers
• Handling inbound service calls and identifying additional protection needs
• Performing coverage reviews and uncovering cross-sell opportunities (Auto/Home/Life/Retirement)
• Making outbound calls to schedule policy review appointments when inbound volume is low

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule

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 prospects.

• Answer inbound calls from existing clients and provide exceptional customer service.
• Transition service calls into coverage reviews and uncover cross-sell opportunities within:
  Auto / Home / Renters / Landlord policies (P&C)
• Life & Retirement referrals
• Make outbound calls to schedule annual review appointments when inbound volume is low.
• Work daily within our CRM to manage tasks, track follow-ups, and stay organized.
• Build trust, establish rapport, and guide clients through coverage options.
• Follow structured workflows and agency systems, we train and coach to WIN.

• Have experience working leads.
• Have a track record of being a top performer.
• Have a P&C License or Personal Lines License.

We have agency locations in Plainview, NY, and Irmo, SC specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first. Apply to our team today!

Entry level

Full-time

Sales and Business Development

Insurance