Personal Lines Sales Agent

🕒 April 14

🏄 California, Florida, +2 more states – Remote

🏄 California – Remote 🐊 Florida – Remote 🗽 New York – Remote 🤠 Texas – Remote

💵 $45k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more - meeting real customer needs every day • Own the full sales cycle across phone, text, and email - connecting with customers on their preferred channel to create a seamless, personalized experience • Access 80+ insurance carriers to find the best-fit policies for each customer - no one-size-fits-all options here • Leverage AI-powered tools and tech - streamline your workflow to maximize your impact and boost your earnings • Close 60+ policies/ month with warm, inbound leads - no cold calling, just real conversations with real customers

🎯 Requirements

• 10+ Active Property & Casualty or Personal Lines state licenses • 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.

🏖️ 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 • Competitive compensation (75th+ percentile)