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Property & Casualty Insurance Specialist

Company: VirtualVocations
Location: Erie
Posted on: March 27, 2025

Job Description:

A company is looking for a Retention Sales Specialist II.
Key Responsibilities

Manage the end-to-end retention process, including converting customers to Obie-branded products and handling objections
Conduct market research and competitive analysis to inform retention strategies and improve customer satisfaction
Identify upselling and cross-selling opportunities while managing policy renewals and ensuring timely communication with customers

Required Qualifications

Active Property & Casualty insurance license required before starting
3+ years of experience in insurance sales and/or customer retention
Strong knowledge of insurance products, particularly in property and habitational lines
Demonstrated success in upselling and cross-selling insurance products
Proficient in Salesforce and conducting research and data analysis

Keywords: VirtualVocations, Erie , Property & Casualty Insurance Specialist, Other , Erie, Pennsylvania

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