Trellis

Sales Development Rep

• Understand the customer’s needs, validate their information, and prepare them for a licensed agent.
• Speak with inbound leads and confirm intent, budget, and timeline
• Validate and update customer information including household, vehicle, and property details
• Collect missing information required for quoting and underwriting
• Use internal tools to determine the appropriate next step for each lead
• Transfer qualified customers to licensed sales agents

Sales Development Representative

• Speak with inbound leads and confirm intent, budget, and timeline
• Validate and update customer information including household, vehicle, and property details
• Collect missing information required for quoting and underwriting
• Use internal tools to determine the appropriate next step for each lead
• Transfer qualified customers to licensed sales agents

Insurance

• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
• Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
• Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.
• Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions that protect the customer and the agency.
• Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs and consistent, high-quality experiences.
• Master our technology systems, including CRM tools, comparative raters, and carrier portals for major insurers such as Progressive, Geico, National General, Safeco and Bristol West.
• Champion efficiency and accuracy, leveraging automation and data to improve workflows and performance metrics.

Licensed P&C Insurance Service Advisor

Sales

• Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more - meeting real customer needs every day
• Own the full sales cycle across phone, text, and email - connecting with customers on their preferred channel to create a seamless, personalized experience
• Access 80+ insurance carriers to find the best-fit policies for each customer - no one-size-fits-all options here
• Leverage AI-powered tools and tech - streamline your workflow to maximize your impact and boost your earnings
• Close 60+ policies/ month with warm, inbound leads - no cold calling, just real conversations with real customers

Personal Lines Sales Agent

Personal Lines Sales Agent – 4x10 Shift

Data Scientist

• Own the analytical agenda — define which problems are worth pursuing, set the criteria for feasibility, and establish how the team evaluates project viability.
• Set the standard for analytical communication across the team — defining templates, review processes, and quality bars for how insights are documented and shared in Jupyter or Colab notebooks.
• Drive alignment across product, engineering, and leadership on data strategy — proactively surfacing gaps and influencing roadmap decisions to address them.
• Lead the modeling strategy for pricing and bidding — defining the technical approach across the stack (scikit-learn, statsmodels, TensorFlow, PyTorch), evaluating tradeoffs, and being accountable for measurable business outcomes.
• Prototype predictive models that can be scaled by the ML engineering team into production systems.
• Leverage Vertex AI or equivalent tools for experimentation, training, and deployment workflows.
• Create visualizations using Python (Plotly, Matplotlib, or Seaborn) to communicate key findings effectively.
• Contribute to a culture of analytical rigor, documentation, and rapid experimentation.

Staff Data Scientist, Real-Time Bidding

Backend Engineer

• Own the ideation and execution of high-impact projects that directly influence the user experience and business outcomes
• Flesh out and evolve the Conversational AI Engineering roadmap alongside product and technical leadership
• Incept projects: identify opportunities, design solutions, and lead implementation
• Guide integration efforts with external agencies and insurance carriers
• Normalize, rank, and evaluate results using ML-based predictions to determine optimal user paths
• Work closely with our Data Science team to leverage MLMs in tools like DataRobot for retention forecasting and decision logic
• Ensure scalability and performance across the platform as we continue to grow

Staff Backend Engineer, Conversational AI

• Serve as an agency expert on P&C, ensuring that decisions are of high quality.
• Review reports that portray individual agent performance and service results; analyzing data to evaluate your team and inform operational changes.
• Regularly coach and mentor a team of 8-10 agents to achieve exceptional customer experiences, while fostering a culture of accountability and results.
• Monitor the day-to-day inquiry volume, agent schedule and adherence, while proactively adjusting and flexing to support demand.
• Proactively seek and suggest ways to improve internal processes and results program-wide, from cross-selling/upselling techniques to exceptional customer experiences.

P&C Insurance Service Team Lead

Affiliate Manager

• Own all of our technical relationships and integrations with affiliate partners.
• Ensure that our real-time bidding infrastructure seamlessly connects with dozens of affiliate platforms.
• Accurately and reliably receives, validates, and routes inbound data from affiliate requests through to our machine learning models.
• Maintain a high degree of integration reliability, visibility, and performance across all affiliate channels.
• Make every affiliate successful at integrating with our API.
• Proactively deepen our integrations with every affiliate by evolving our API to expose richer capabilities and unlock more inventory.
• Build visibility and confidence in our data pipeline by documenting, understanding, and monitoring the full data flow from inbound API requests through to our machine learning models.

Software Engineering Lead, Affiliate Engineering

• Collaborate closely with business stakeholders and other engineers to deliver impactful solutions.
• Integrate services and product features with databases (Cloud SQL, Redis) and messaging queues (Pub/Sub).
• Contribute to the development of our MLOps tools for ML models.
• Build and optimize large-scale data processing pipelines for feature extraction and data transformation using BigQuery and Dataflow.
• Train, evaluate, deploy, and monitor machine learning models on Vertex AI to improve bidding performance.
• Stay fast and focused, balancing speed, performance, and scalability to deliver impact.

Senior Backend Engineer, Real-Time Bidding

Full-stack Engineer

• Guide your team in delivering high quality, well tested technical solutions providing technical and project oversight
• Lead by example through the quality of your code and your approach to your work
• Own projects through the entire software development lifecycle - from planning and development to validation, iteration, and maintenance
• Translate conceptual work into well-crafted tech plans for review by technical leadership and key stakeholders
• Leverage your understanding of the business and engineering strategies to design experiments and high-value projects that impact the work your team is doing
• Expertly navigate complex systems and domains to identify key challenges and create plans to address them
• Own system quality and hold your team members accountable through constructive and actionable feedback
• Level up the team through code review feedback and knowledge sharing sessions
• Assist in the onboarding of new engineering hires

Senior Software Engineer, Core

• Partner with Engineering and Business teams to seamlessly integrate models into our recommendation engine.
• Drive the full lifecycle of our yield optimization models, from ideation and development to production monitoring and iteration.
• Continuously evaluate and improve model accuracy and interpretability to directly impact key business KPIs like revenue and conversion rates.
• Use sophisticated models to intelligently match users to the best offers, driving value for our internal agency and external buyers.
• Interface directly with external partners, ensuring mutual success and aligning model performance with partner goals.

Data Science Product Manager, Yield Optimization

Data Analyst

• Partner with Consumer Operations leadership to define the metrics we use to run the business
• Investigate unexpected performance changes, uncover root causes, and recommend our response — not just surface symptoms
• Build and maintain dashboards, alerts, and monitoring systems that surface issues before they become crises
• Connect disparate data sources into a unified, trustworthy picture
• Translate complex analysis into clear, actionable insights for non-technical leaders
• Help shift the organization from reactive to proactive through better data

Account Executive

• You’ll be following up with customers and prospective customers including marketing and website generated leads.
• Our key accounts (Insurance Carriers) will be assigned to you for purposes of outbound prospecting.
• You’ll own inputting data into our CRM (Hubspot) and organizing customer/ deal flow data on a daily basis.
• Most of your time will involve communicating directly with law departments, general counsel, risk departments, etc. conducting sales demos, and managing the sales process to closed/won.
• You’ll manage sales cycles from prospecting to closing and proactively call potential customers and build relationships.
• You’ll be a Trellis ambassador by embodying the philosophy and tone of our brand internally and externally and will constantly listen to our customers’ needs to help leads become customers, and customers become champions.

Customer Success Manager

• Become an expert at our product offerings to help lawyers with product and research questions. Help explain and communicate new features to drive meaningful adoption of the product.
• Proactively reach out to customers to assist with adoption and be a single point of contact for research questions, client trainings, and new user on boarding.
• Regularly review customer activity and account usage to assess account health and identify opportunities.
• Meet weekly with the attorney success team to share learnings and develop strategies for increasing successful user adoption.
• Create compelling success and engagement content (including using links, screenshots, and short tutorial videos) to tell product stories and help answer customer questions.
• Maintain deep knowledge of assigned customer accounts, needs, usage, and renewal dates leading up to customer renewals.
• Maintain a growth mindset, a culture of optimism, and a constant appreciation for our law firm clients.
• Be a steward of our brand, and an advocate for our law firm customers’ needs. Work collaboratively across-depts (product, design, engineering) to ensure we constantly improve based on customer feedback.