Licensed P&C Insurance Service Advisor

🕒 April 15

🇺🇸 United States – Remote

💵 $50k - $62.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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Trellis

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2019

🤝 B2B

💳 Fintech

☁️ SaaS

💰 Venture Round - Trellis Technologies on 2023-04

B2B • Fintech • SaaS

<Trellis> Trellis makes insurance easy by meeting consumers where they are and helping them find the right personal insurance. The company provides embedded, digital insurance solutions for partners, insurers, and consumers — notably Trellis Connect (a consumer-permissioned data pre-fill solution for personal P&C accounts) and Savvy (an all-in-one embedded platform for comparing and purchasing personal property & casualty insurance, including licensed agents). Trellis targets fintechs, financial institutions, and insurance carriers to deliver omnichannel, brand-aligned insurance experiences.

📋 Description

• 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

• 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.

🏖️ Benefits

• 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!