Licensed Insurance Service Representative

Truvo

Licensed Insurance Service Representative servicing personal-lines policies for Truvo's autonomous AI insurance brokerage. Handling endorsements, billing, renewals, carrier escalations, retention, and human-AI service workflows.

Posted 8/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer relationships post-sale, handling policy changes, billing, and renewals while utilizing AI-assisted workflows. Proficient in resolving carrier-related issues and enhancing customer service experiences in the insurance industry.

Highest-signal resume keywords

Active P&C LicenseCustomer Relationship ManagementPolicy Changes HandlingService Queue ManagementInsurtech Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Endorsements ManagementBilling ManagementCancellations HandlingCross-SellingRenewals Review

Soft Skills

Customer-First ApproachProactive Problem SolvingMotivation

Tools & Technologies

Carrier PortalsComparative RatersAI-Assisted Workflows

Certifications & Qualifications

P&C License

Industry Keywords

Personal-Lines ServiceAccount ManagementMulti-Line ExperienceInsurance Industry

About the role

Key responsibilities & impact

Own the customer relationship after the sale.
Handle policy changes, billing and cancellation issues, and renewals.
Own the service queue end to end, including endorsements, address and vehicle changes, driver additions, lienholder and mortgagee updates, ID cards, and proof of insurance.
Proactively address non-pay warnings, cancellations, and rate increases by re-shopping across carriers and rewriting coverage.
Review renewals, identify premium increases, and turn routine customer touchpoints into cross-sells.
Resolve carrier-related issues involving portals, underwriting, and billing departments.
Work alongside AI agents by providing feedback and applying human judgment where needed.
Help shape Truvo's customer service experience and human-AI workflows.

Requirements

What you’ll need

Active P&C license or ability to obtain one within 30 days.
Experience in a personal-lines service, retention, or account-management role.
Experience handling endorsements, billing, and cancellations.
Ability to manage service queues through completion and follow carriers until issues are resolved.
Customer-first approach focused on providing appropriate coverage.
Comfort with new tools and AI-assisted workflows; coding is not required.
Motivation to join an early-stage company transforming the insurance industry.
Multi-line experience in auto and home/renters is a plus.
Familiarity with carrier portals and comparative raters is a plus.
Insurtech experience is a plus.

Benefits

Comp & perks

Commission
Bonus