Trellis · 2 hours ago
Personal Lines Sales Agent
United States
Full-time
Remote
Entry, Mid Level
$40K/yr - $175K/yr
2+ years expTrellis is a tech company revolutionizing the insurance experience with a focus on clarity and ease. The Personal Lines Insurance Sales Agent will help customers find personalized coverage through a network of over 80 insurance carriers, leveraging technology to enhance the sales process.
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
100% employer-paid health insurance for employees
Home office budget to create your perfect setup
Wellness programming, because balance matters
401(k) and HSA contributions, FSAs, bonuses & equity opportunities
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