Personal-Lines Insurance Customer Service Representative

August 29, 2023

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Trellis Company

Proven Services. Extraordinary Support.

Higher Education • Financial Services • Education-to-Employment • Workforce Development • Higher Education Research

201 - 500


The Customer Service Representative (CSR) plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. Reporting to the Customer Service Manager, a CSR is someone who loves talking to and helping people, a creative thinking who is able to assist and service a variety of insurance products, and someone who looks to proactively solve any issues. The CSR will provide information on a variety of complex customer service issues regarding different P&C products to help grow agency retention and build customer loyalty. In this role, expect to: • Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner. • Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions. • Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction. • Navigate dozens of insurers' products and agent portals – including Progressive, Safeco, National General, Bristol West and other insurers – to efficiently and effectively service clients. • Utilize complicated, evolving software, such as our CRM and in-house comp rater


To Succeed in this role, you have: • Industry Experience: you have two to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license • Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality • Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision • Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals • Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions. • Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously • Variable compensation based on performance • Base salary starting at $47.5k - automatic increase to $50k after 3 months! • Uncapped bonuses for up-selling and cross-selling insurance products • Earn 4% commission of total written premiums, no cap! • Bonuses available for putting in extra hours • Regular contests and incentive programs to earn more • Nice to have, but not essential • Active licenses in 40+ states • Bilingual in English & Spanish • Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries.


• 100% remote work environment • Unlimited vacation time • 100% employer-paid insurance for employee, 60% for dependents • 401(k) retirement savings plan • Bonuses and equity opportunities • Budget for home office equipment • Flat, collaborative, transparent culture • Opportunities for growth and development within your role and all areas of the organization • Quarterly, fun team bonding events

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