Trellis
11 - 50 employees
Founded 2019
🛡️ Insurance
💳 Fintech
🤝 B2B
💰 Venture Round - Trellis Technologies on 2023-04
Insurance • Fintech • B2B
Trellis is an insurtech company that simplifies how consumers find, compare, and purchase personal property & casualty insurance by embedding insurance experiences into partner products. Its offerings include Trellis Connect, a consumer-permissioned data-powered pre-fill solution for P&C accounts, and Savvy, an all-in-one platform for comparing and buying personal P&C policies (e. g. , auto and home) that can be embedded into partners’ experiences and includes licensed agents. Trellis partners with financial institutions, fintechs, and insurance carriers to increase engagement, improve economics, and protect users’ privacy and security.
Personal Lines Sales Agent
🕒 July 28
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Trellis
11 - 50 employees
Founded 2019
🛡️ Insurance
💳 Fintech
🤝 B2B
💰 Venture Round - Trellis Technologies on 2023-04
Insurance • Fintech • B2B
Trellis is an insurtech company that simplifies how consumers find, compare, and purchase personal property & casualty insurance by embedding insurance experiences into partner products. Its offerings include Trellis Connect, a consumer-permissioned data-powered pre-fill solution for P&C accounts, and Savvy, an all-in-one platform for comparing and buying personal P&C policies (e. g. , auto and home) that can be embedded into partners’ experiences and includes licensed agents. Trellis partners with financial institutions, fintechs, and insurance carriers to increase engagement, improve economics, and protect users’ privacy and security.
📋 Description
• Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more • Own the full sales cycle across phone, text, and email - connecting with customers on their preferred channel • Access 80+ insurance carriers to find the best-fit policies for each customer • Leverage AI-powered tools and tech to maximize impact and boost earnings • Close 60+ policies per month with warm, inbound leads - no cold calling
🎯 Requirements
• At least one active Property & Casualty or Personal Lines state license • 2+ years of Personal Lines Insurance Sales experience • Experience in a contact center environment that offers multiple carriers • Proven track record of hitting or exceeding quotas in a high volume, fast-paced environment • Excellent communication skills - phone and written • Tech-savvy, motivated, and always ready to adapt • Our agency operates 7 days a week, from 9 AM to 9 PM ET. Team members work one weekend day per week.
🏖️ 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 • Exciting bonuses including contests, high-premium incentives, and elite sales clubs
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