Trellis

Personal Lines Sales Agent

Trellis

full-time

Posted on:

Location Type: Remote

Location: California • New York • United States

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Salary

💰 $45,000 per year

About the role

  • 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

Requirements

  • 10+ Active Property & Casualty or Personal Lines state licenses
  • 2+ years of Personal Lines Insurance Sales experience
  • Experience in a contact center environment that offers multiple carriers
  • Proven track record of hitting or exceeding quotas in a high volume, fast-paced environment
  • Excellent communication skills - phone and written
  • Tech-savvy, motivated, and always ready to adapt
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
Applicant Tracking System Keywords

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

Hard Skills & Tools
Personal Lines Insurance SalesSales Cycle ManagementQuota AchievementCustomer Needs AssessmentPolicy Closing
Soft Skills
Communication SkillsAdaptabilityMotivationCustomer Engagement
Certifications
Property & Casualty LicensePersonal Lines License