Customer Retention & Cross-Sell Producer

Advantixx Insurance; Henderson (NV); On-site; USD 55,000 - 75,000; Full time

Job summary

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

The ideal candidate will have an active Nevada P&C license, experience in insurance service or sales, and strong communication and relationship-building skills.

Qualifications

• Active Nevada Property & Casualty producer license in good standing.
• Insurance service, retention, account-management, or sales experience preferred.
• Strong communication, organization, documentation, and relationship-building skills.
• 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.

Skills

Strong communication

Organization

Documentation

Relationship-building

Bilingual English/Spanish

Education

Nevada Property & Casualty license (Active)

Life & Health licensing (preferred)

Job description

Customer Retention & Cross-Sell Producer

Location: Henderson, NV

Department: Sales & Production

POSITION SUMMARY

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.

KEY 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.

QUALIFICATIONS

• Active Nevada Property & Casualty producer license in good standing.
• Insurance service, retention, account-management, or sales experience preferred.
• Strong communication, organization, documentation, and relationship-building skills.
• Ability to explain coverage clearly without making unauthorized promises or representations.
• Bilingual English/Spanish skills and Life & Health licensing are preferred.

LICENSING AND COMPLIANCE

A producer license alone does not authorize every carrier, product, or activity. The selected candidate may sell, solicit, negotiate, recommend, or bind insurance only when properly licensed, appointed where required, trained, and expressly authorized by Advantixx Insurance and the applicable carrier.

COMPENSATION AND EMPLOYMENT NOTICE

Final hourly compensation, commission eligibility, bonus eligibility, and benefits will be stated in the written offer and applicable plans. Employment is at will to the extent permitted by Nevada law. Nothing in this posting guarantees compensation, benefits, continued employment, or authority to act for the agency or any carrier.

EQUAL OPPORTUNITY

Advantixx Insurance, LLC considers qualified applicants without unlawful discrimination and provides reasonable accommodations as required by applicable law.

About the Company

About Advantixx Insurance

Advantixx Insurance, LLC is an independently owned and operated Nevada insurance agency and Farmers agency led by Dr. Osmel Villarreal, Principal Producer. We serve individuals, families, and businesses from our Henderson office. Employment is with Advantixx Insurance, LLC not Farmers Insurance Exchange or its affiliates. Product availability and sales authority are subject to licensing, carrier appointment, underwriting, agency policy, and applicable law.