Trellis

Licensed P&C Insurance Service Advisor

Trellis

full-time

Posted on:

Location Type: Remote

Location: California • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $50,000 - $62,500 per year

About the role

  • 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.

Requirements

  • 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
  • Actively hold a Property and Casualty or Personal Lines license in at least 10 states
  • Proven success preventing cancellations, rewriting business, and cross-selling additional products.
  • Clear, confident, and empathetic communication skills.
  • Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes.
  • Detail-oriented, organized, and capable of performing high-quality work with limited oversight.
  • Comfortable in a fast-paced, evolving startup environment - eager to learn new systems and processes quickly to hit goals.
Benefits
  • Flexible vacation (yes, *actually* flexible)
  • 100% employer-paid health insurance for employees
  • Home office budget to create your perfect setup
  • Wellness programming, because balance matters
  • 401(k) and HSA contributions, FSAs, bonuses & equity opportunities
  • Paid parental leave
  • Room for career advancement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
consultative sellingpolicy interpretationdata analysiscustomer retentioncross-sellingworkflow improvementautomationperformance metrics
Soft Skills
communicationempathydetail-orientedorganizationaladaptabilityproblem-solving
Certifications
Property and Casualty licensePersonal Lines license