Licensed P&C Insurance Service Advisor

🕒 vor 2 Monaten

🇺🇸 Vereinigte Staaten – Remote

💵 $50.000 - $62.500 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

🔒 Versicherung

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mails für Remote-Jobs erhalten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

Trellis

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

Gegründet 2019

🤝 B2B

💳 Fintech

☁️ SaaS

💰 Venture Round - Trellis Technologies im 2023-04

B2B • Fintech • SaaS

<Trellis> Trellis macht Versicherungen einfach, indem es den Verbrauchern dort begegnet, wo sie sind, und ihnen hilft, die richtige persönliche Versicherung zu finden. Das Unternehmen bietet eingebettete, digitale Versicherungslösungen für Partner, Versicherer und Verbraucher an - insbesondere Trellis Connect (eine von Verbrauchern zugelassene Datenvorbefülllösung für persönliche Sach- und Haftpflichtkonten) und Savvy (eine All-in-One-Plattform zum Vergleichen und Abschließen von individuellen Sachversicherungen, einschließlich lizenzierter Agenten). Trellis richtet sich an Fintechs, Finanzinstitute und Versicherungsunternehmen, um kanalübergreifende, markenkonforme Versicherungserlebnisse zu bieten.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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!