Customer Retention & Cross-Sell Producer

Advantixx Insurance Group • Henderson, NV

27d • Onsite

About The Position

Advantixx Insurance is seeking a licensed Customer Retention & Cross-Sell Producer to strengthen customer relationships, improve policy retention, and identify appropriate opportunities to round out existing accounts. This is a full-time, onsite employee position in Henderson, Nevada, reporting to agency leadership.

Requirements

• Active Nevada Property & Casualty producer license in good standing.
• Strong communication, organization, documentation, and relationship-building skills.
• Ability to explain coverage clearly without making unauthorized promises or representations.

Nice To Haves

• Insurance service, retention, account-management, or sales experience preferred.
• Bilingual English/Spanish skills and Life & Health licensing are preferred.

Responsibilities

• Conduct proactive renewal, retention, and policy-review outreach.
• Identify coverage gaps and present suitable personal-lines solutions based on documented customer needs.
• Cross-sell eligible products only within active license, appointment, training, and written agency authority.
• Respond professionally to billing, policy-change, renewal, and general service questions.
• Document every material customer interaction, recommendation, consent, and follow-up accurately in agency systems.
• Protect confidential customer, prospect, carrier, and agency information.
• Meet approved retention, cross-sell, quality, follow-up, and customer-experience expectations without using misleading or high-pressure practices.
• Escalate complaints, coverage concerns, potential errors, privacy incidents, and compliance issues promptly.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed