Licensed Service Advisor

Job not on LinkedIn

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🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $52.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

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Trellis

WebsiteLinkedInAll Job Openings

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

• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS • Manage renewals, identify at-risk accounts, and present competitive solutions to reduce churn • Quote and bind additional lines of coverage or improved renewal options using multiple carrier platforms • Interpret and analyze policies, endorsements, and reports • Partner with Sales, Training, and Operations teams • Navigate CRM tools, comparative raters, and carrier portals • Leverage automation and data to improve workflows and performance metrics • Work a Mon-Fri or Sun-Thurs schedule with two days off

🎯 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 communication skills • Highly proficient in navigating multiple carrier systems and CRMs • Ability to interpret data to improve outcomes • Detail-oriented and organized • 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 • Must complete a background check prior to starting employment • Able to work one weekend day per week • Able to work at least one closing shift per week (12 PM - 9 PM ET)

🏖️ Benefits

• Uncapped bonuses for rewriting and cross-selling insurance products for existing customers • Earn 4% commission of total written premiums, uncapped • $400 bonus based on metric attainment • Bonuses available for putting in extra hours • Room for career advancement • Competitive compensation (75th+ percentile) • Fully remote across the US & Canada • Quarterly virtual and/or in-person events • Flexible vacation • Health insurance starts day one • Wellness programming • 401(k) and HSA contributions • FSAs • Bonuses and equity opportunities • Paid parental leave