Retention & Cross-Sell Specialist — P&C Licensed

A growing insurance agency in Plainview, NY seeks a Retention & Cross-Sell Specialist to enhance customer relationships and identify additional protection needs. The role blends customer service with inside sales, handling inbound calls, scheduling policy reviews, and leveraging CRM systems to foster client trust. Ideal candidates will have experience working leads and must hold a P&C or Personal Lines License. This position offers a Mon-Fri schedule and hands-on training. #J-18808-Ljbffr