Personal Lines Licensed Service Advisor

Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. We’re reimagining how people shop for home and auto insurance, using smart technology to make something historically painful feel refreshingly easy.

Every day, we help people save time, money, and unnecessary headaches. Behind the scenes, our fully remote team moves fast, owns their craft, and builds products that genuinely make life better.

Led by a three-time fintech founder with a proven track record of going big, we’re building something special, and we’re just getting started.

If you’re hungry to make an impact and love solving complex problems with a scrappy crew, you’ll love it here.

About the Role

The Personal Lines Licensed Service Advisor (LSA) plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. Reporting to the Customer Service Manager, a LSA is someone who loves talking to and helping people, a creative thinking who is able to assist and service a variety of insurance products, and someone who looks to proactively solve any issues. The LSA will provide information on a variety of complex customer service issues regarding different P&C products to help grow agency retention and build customer loyalty. 

In this role, expect to:

• Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner.
• Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions.
• Utilize carrier quoting systems in order to bind insurance policies for existing customers who are seeking additional lines of coverage or seeking renewal comparisons. 
• Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction.
• Navigate dozens of insurers' products and agent portals – including Progressive, Geico, National General, Bristol West and other insurers – to efficiently and effectively service clients.
• Utilize complicated, evolving software, such as our CRM and in-house comp rater

To Succeed in this role, you have:

• Industry Experience: you have two to three years of P&C or Personal Lines Insurance experience 
• Licensing: actively hold a Property and Casualty or Personal Lines license in at least 15 states
• Experience writing policies: experience identifying additional customer needs through cross-selling and upselling 
• Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
• Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
• Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals
• Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions.
• Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously 

Variable compensation based on performance

• Base salary starting at $50k
• 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
• Regular contests and incentive programs to earn more
• Room for career advancement 

Our team operates 7 days a week, from 9 AM to 9 PM ET on weekdays and 9 AM to 6 PM ET on weekends. To best serve our customers, this team member will at least one weekend day per week and at least one closing shift per week (12 PM - 9 PM ET). Our team members enjoy two days off to rest and recharge.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries.

 

Why Trellis? Because life’s too short for boring jobs.

We’re a team of builders, dreamers, and doers reshaping an industry that to