Retention & Cross-Sell Specialist — Inside Sales & Client Growth
Job in
Plainview, Nassau County, New York, 11803, USA
Listed on 2026-07-31
Listing for:
Edward H Lehmann Agency
Full Time
position Listed on 2026-07-31
Job specializations:
-
Sales
Inside Sales, Customer Success Mgr./ CSM, Insurance Sales
Job Description & How to Apply Below
Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist to deepen relationships with existing customers, handle service calls, and uncover cross-sell opportunities across Auto, Home, Life and Retirement products.
This role blends customer service with inside sales, leveraging our CRM daily and following structured workflows. We value strong communication, a proven ability to build trust, and a commitment to training and coaching to WIN.
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