Trellis · 4 weeks ago
Licensed P&C Insurance Service Advisor
United States
Full-time
Remote
Entry, Mid Level
$50K/yr - $50K/yr
2+ years expTrellis is a profitable, fast-growing Series A startup reimagining how people shop for home and auto insurance. The Licensed P&C Insurance Service Advisor plays a critical role in delivering high-quality customer experiences, handling complex service interactions and building lifelong customer relationships.
Information TechnologyInsuranceInsurTech
Responsibilities
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
Qualification
Required
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
Detail-oriented, organized, and capable of performing high-quality work with limited oversight
Comfortable in a fast-paced, evolving startup environment
Benefits
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