Trellis · 2 weeks ago
Personal Lines Sales Agent
United States
Full-time
Remote
Entry, Mid Level
$40K/yr - $70K/yr
2+ years expTrellis is a fast-growing Series A startup that is reimagining how people shop for home and auto insurance using innovative technology. As a Personal Lines Insurance Sales Agent, you will be part of a high-performing team, helping customers find personalized coverage through a wide network of insurance carriers while working in a fully remote environment.
Information TechnologyInsuranceInsurTech
Responsibilities
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
Qualification
Required
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
Flexible vacation (seriously, we want you to take it)
100% employer-paid health insurance for employees (65% for dependents)
Home office budget to set up your perfect workspace
Wellness events throughout the year, because we believe in investing in the full human, not just the employee
Automatic 401(k) contribution, FSAs, bonuses, and equity opportunities to invest in your future
Paid parental leave
Company
Trellis
The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$17MKey Investors
Amex VenturesQED Investors
2023-05-01Series Unknown
2022-05-18Series Unknown· $5M
2021-06-03Series A· $12M
Leadership Team
Daniel Demetri
Founder & CEO
Recent News
fintech.global
2022-06-02
Crowdfund Insider
2022-06-02
Company data provided by crunchbase