Licensed P&C Insurance Service Advisor

🕒 Abril 15

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $50.000 - $62.500 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🔒 Seguros

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Trellis

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2019

🤝 B2B

💳 Fintech

☁️ SaaS

💰 Venture Round - Trellis Technologies em 2023-04

B2B • Fintech • SaaS

<Trellis> A Trellis facilita o seguro ao encontrar os consumidores onde eles estão e ajudá-los a encontrar o seguro pessoal certo. A empresa fornece soluções de seguro digitais integradas para parceiros, seguradoras e consumidores — especialmente Trellis Connect (uma solução de preenchimento prévio de dados autorizada pelo consumidor para contas pessoais de P&C) e Savvy (uma plataforma integrada tudo-em-um para comparar e adquirir seguros pessoais de bens e acidentes, incluindo agentes licenciados). A Trellis tem como alvo fintechs, instituições financeiras e seguradoras para oferecer experiências de seguro omnichannel e alinhadas com a marca.

Descrição

• 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.

🎯 Requisitos

• Experienced advisor: 2-3 years of personal lines insurance experience in a service, retention, or sales support role. • Licensing: actively hold a Property and Casualty or Personal Lines license in at least 10 states • Retention-focused mindset: Proven success preventing cancellations, rewriting business, and cross-selling additional products. • Exceptional communicator: Clear, confident, and empathetic - capable of building trust quickly and simplifying complex insurance concepts. • Tech-forward and analytical: Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes. • Self-directed operator: Detail-oriented, organized, and capable of performing high-quality work with limited oversight. • Change champion: Comfortable in a fast-paced, evolving startup environment - eager to learn new systems and processes quickly to hit goals.

🏖️ Benefícios

• Health insurance starts day one • Flexible vacation (yes, actually flexible) • 401(k) and HSA contributions, FSAs, bonuses & equity opportunities • Paid parental leave • Wellness programming, because balance matters • Bonuses available for putting in extra hours • Room for career advancement • Uncapped bonuses for rewriting and cross-selling insurance products for existing customers. • Earn 4% commission of total written premiums, uncapped!