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Win-back Specialist The Satanoff Insurance Agency - 4.0 Wayne, PA Job Details Full-time From $50,000 a year 6 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Teamwork Microsoft Outlook Interpersonal skills Property & Casualty License Attention to detail Insurance sales Property insurance knowledge Full Job Description At The Satanoff Agency, we're committed to delivering exceptional insurance solutions and building lasting relationships.

Our mission is simple:

provide extraordinary service so clients become advocates. We value teamwork, integrity, and innovation, and we're growing! Join us and be part of a positive, driven team that's shaping the future of insurance. About the Role We are looking for a Winback Specialist (New Producer Track) to join our sales team and drive proactive outreach to lapsed policyholders, dormant opportunities, and monoline accounts. This role is critical in recovering lost business, cross-selling coverage solutions, and building genuine relationships that turn former clients into long-term advocates. You will sell insurance solutions directly by phone, SMS, email, and virtual or in-person appointments, combining prospecting, presentations, objection handling, and closing. Key Responsibilities Proactively reach out to potential customers from lists in Applied Epic (lapsed policyholders, dormant opportunities, monoline accounts, and referrals). Conduct tailored coverage reviews and consultations for each customer's specific risks. Follow up with leads through 3+ touches until a buying decision is made. Manage your own schedule, lead list, and pipeline of opportunities. Log every customer interaction in Applied Epic, 100%.

Hit daily activity targets:

60-75 outbound touches, 12-15 live conversations, and 3 appointments. Present 15-25 quotes per month and ramp to 8-15+ policies bound at steady state. Request 5+ referrals per week by steady state. Build genuine relationships that generate referrals, repeat business, and testimonials. What We're Looking For Licensed in

Property & Casualty:

Has an active license or is willing to obtain the license within your first 30 days of employment.

Consistency & Resilience:

Ability to handle high rejection without losing momentum.

Self-Discipline:

Manage your own time, calling blocks, and activity levels with accountability tracked through RingCentral, Office 365, and Applied Epic.

Coachability:

Willingness to learn the selling process, product knowledge, and objection handling through structured training and feedback.

Communication Skills:

Clear, conversational, and proactive in both phone and email, with strong active listening.

Relationship-Builder:

Genuine interest in solving problems for people, not just closing transactions. Preferred Skills No prior insurance experience required. Consistency, resilience, and a willingness to learn matter more than background. Familiarity with CRM or agency management systems is a plus. Strong attention to detail and ability to track personal metrics daily. Comfort with direct sales, cold calling, and objection handling. Why Join Us? First two weeks dedicated entirely to mastering the selling process, phone scripts, and product knowledge, not cold calling on day one. Structured KPI framework with four tiers that map your ramp from effort to results to retention.

Weekly rhythm:

Monday planning, Friday review, monthly goal-setting with leadership. Access to prospect lists and carrier material. Competitive salary and benefits. Positive, collaborative work environment. Opportunities for growth and professional development.

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Job Type:

Full-time Work Location:

In-person in

Wayne, PA Pay:

From $50,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Vision insurance

Work Location:

In person