Licensed P&C Insurance Service Advisor

Job not on LinkedIn

November 24

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $50k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

🚫👨‍🎓 No degree required

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Trellis Company

WebsiteLinkedInAll Job Openings

Education • B2B

Trellis Company is an organization dedicated to enhancing student success and institutional effectiveness in higher education. It offers customized solutions for enrollment management, student engagement, and the overall student experience, assisting institutions in fulfilling their educational missions. Trellis provides services ranging from strategic planning and consulting to communication support and student re-engagement strategies. The company conducts research to identify barriers to student success and provides valuable data and insights to help remove these barriers. Trellis is committed to diversity, equality, and belonging, and strives to build partnerships that lead to improved student outcomes.

201 - 500 employees

Founded 1981

📚 Education

🤝 B2B

📋 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

• 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 - capable of building trust quickly and simplifying complex insurance concepts. • 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 (seriously, we want you to take it) • 100% employer-paid health insurance for employees (65% for dependents) • Home office budget to set up your perfect workspace • Wellness events throughout the year, because we believe in investing in the full human, not just the employee • Automatic 401(k) contribution, FSAs, bonuses, and equity opportunities to invest in your future • Paid parental leave • Quarterly team events that keep our fully remote culture connected and fun