Licensed Insurance Retention & Cross-Sell Producer

Advantixx Insurance Group; Henderson (NV); On-site; USD 30,000 - 47,000; Full time

Job summary

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

Responsibilities include renewal outreach, identifying coverage gaps, cross-selling within license parameters, and documenting all interactions in agency systems.

Qualifications

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

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 misleading or high-pressure practices.
• Escalate complaints, coverage concerns, potential errors, privacy incidents, and compliance issues promptly.

Skills

Communication

Organization

Documentation

Relationship-building

Sales experience

Job description

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

Responsibilities include renewal outreach, identifying coverage gaps, cross-selling within license parameters, and documenting all interactions in agency systems.