Job Overview
Position: Risk Management Specialist (Retention & Cross-Sell Specialist)
Location: Dan Nied State Farm – Harrisburg, NC Type: Full-Time | Salary + Cross-Sell Incentives
Stop doing basic customer service. Start mining for gold.
If you are a licensed insurance professional who excels at building relationships but hates the cold-calling grind, traditional agencies usually bury you in administrative debris.
We have fundamentally re-engineered the service role. Thanks to our automated digital infrastructure, our clients handle their own payments and ID cards instantly from their phones. We don't need you to be a receptionist.
We need an Account Miner.
You will take ownership of an established, multi-million dollar book of business. Your sole mission is to protect our recurring revenue and proactively uncover the hidden cross-sell gold within our existing client base.
What You Will Do:
- When clients call for complex policy changes (adding a teen driver, buying a new house), you will execute an immaculate resolution, then immediately pivot into a holistic portfolio review.
- You will audit our existing book to find "Incomplete" households—families with auto and home insurance, but zero protection for the income that pays the mortgage.
- When you uncover a massive vulnerability, you will pre-frame the solution and book the client directly onto a Risk Architect's calendar, earning aggressive incentives for every Life Bridge or cross-sell secured.
Who You Are:
- You have incredibly high empathy combined with sharp analytical skills.
- You love solving complex problems and turning anxious clients into raving fans.
- You understand that true "customer service" isn't just answering a question; it’s ensuring a family doesn't go bankrupt because they were missing a crucial piece of coverage.
You will be paid a strong base salary funded by the renewal book you manage, plus aggressive bonuses for every cross-sell gap you close. If you want to be the defensive backbone of an elite agency, apply today.
Join us as a Risk Management Specialist and be part of a vibrant team dedicated to delivering outstanding client experiences. Your proactive approach will help foster long-term relationships while contributing directly to our company’s growth. We value energetic individuals from a wide variety of experiences who are eager to make a positive impact every day!
Pay: $47,000.00 - $70,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
Work Location: In person
