Customer Retention & Growth Specialist
Job Description
Job Description
Were hiring a Customer Retention & Growth Specialist to actively protect and grow an existing book of business. This role is built for someone who knows how to drive retention, uncover cross-sell opportunities, and increase account value through smart policy reviews and confident client conversations. Youll proactively engage clients, identify coverage gaps, recommend solutions, and close additional policieswhile ensuring clients stay loyal, well-protected, and profitable. This is a performance-driven role that blends relationship management with consultative sales and measurable results.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
- Actively manage and grow an existing book of business through retention, cross-sells, and account expansion
- Conduct proactive policy reviews to uncover coverage gaps, reduce churn, and increase account value
- Make outbound sales and retention calls to current and former clients to re-engage, recover, and expand accounts
- Convert inbound service interactions into revenue-generating opportunities
- Generate new premium from warm leads, cross-sell campaigns, and reactivation lists (no random cold lists)
- Prepare, present, and close personal lines policies including Auto, Home, Life, Umbrella, and specialty products
- Drive higher household policy counts through confident, consultative recommendations
- Maintain disciplined follow-up to move quotes to close and prevent lapses or cancellations
- Build long-term client loyalty through consistent communication and proactive account management
- Support essential office operations while keeping a growth-first, results-driven mindset
Requirements
- Requirements:
- Texas General Lines Property & Casualty License (required)
- Life, Accident & Health License (preferred, not mandatory)
- Minimum 3 months experience in insurance sales or customer service
- Strong communication, organization, and follow-up skills
- Must pass a background check (state, federal, and county)
- Bilingual (Spanish) is a big plus, but not required