Policy Review & Cross-Sell Specialist
Listed on 2026-10-11
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Sales
Insurance Sales
Edward H. Lehmann Allstate Agency in Plainview, NY is seeking a Retention & Cross-Sell Specialist. This role blends customer service with inside sales, acting as the first point of contact for clients and prospects.
You will strengthen relationships, conduct coverage reviews, and identify cross-sell opportunities across Auto, Home, Life, and Retirement. CRM-driven workflows and coaching support are provided.
The Policy Review & Cross-Sell Specialist position in the Human Resources, Sales field is open for applications.
This posting is for the Policy Review & Cross-Sell Specialist role at Edward Lehmann Allstate Agency, based in Plainview, NY, United States.
We are looking to fill the Policy Review & Cross-Sell Specialist position at Edward Lehmann Allstate Agency in Plainview, NY, United States.
The Policy Review & Cross-Sell Specialist role at Edward Lehmann Allstate Agency is now open for applications in Plainview, NY, United States.
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