Insurance Sales Customer Service Representative

What we’re building and why we’re building it

Trellis is an insurtech start-up. Our mission is to build industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers. Our embedded insurance solutions bring the market's leading insurance brands into the apps and ecosystems consumers already use to help them find, compare, and purchase personal insurance, harnessing the power of their personal data. 

We’re fast-growing! Our partners include 4 of the top 5 digital banks and 7 of the top 50 personal finance apps in both app stores, including Rocket Money (formerly Truebill), Albert, and Acorns. We have backing from multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.

We’re fully remote. We believe it allows us to find the best talent wherever it is, provide our team with maximum flexibility, and stand out to candidates.

Trellis is led by third-time fintech entrepreneur, Daniel Demetri, who has previously founded multiple fintech and insurtech startups that now operate as publicly-traded companies.

Our Values

1. Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
2. Speed – We work quickly and pragmatically. We move fast and get things done.
3. Craft – We are constantly learning and bettering ourselves and the way we work.
4. Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
5. Positivity – We see a cup half-full, focus on the team's potential, and rise to challenges..

Sell Insurance by Delivering a Fantastic Customer Experience

• Bind 40-60 new customers per month (depending on tenure)
• Bundle 1/2 of homeowner prospects
• Achieve a 19% close ratio
• Navigate dozens of insurers' products and agent portals – including Progressive, Allstate, Liberty Mutual, and other top insurers – to find the best insurance options
• Utilize complicated, evolving software, such as our CRM and in-house comp rater
• Clearly communicate and advise customers on their insurance options
• Respond to customers quickly, clearly, and respectfully

Compensation

1. Base salary:
   • Junior Agents (< 3 years experience): $40K
   • Agents (>3 years experience): $50k if English-only, $55k if bilingual
2. Weekend bonus: $5k/year for working some weekends (currently required)
3. Bonus: Uncapped! $1,700/month for on-target production (effectively $28/bind)
4. Bonus multiplier if you achieve a close ratio above 19%
5. Bonuses available for putting in extra hours
6. $25 bonus for every software bug identified and filed
7. Additional bonuses coming soon

Traits & Capabilities

1. Ambitious
   • You achieve or exceed ambitious goals. You're driven to succeed.
2. Fast
   • You can think on your feet and multi-task.
3. Adaptable
   • You can quickly adapt to new circumstances and environments.
   • For example, you can sell a new insurer's products with minimal training.
4. Process-oriented
   • You can learn and master processes and execute them quickly and reliably.
5. Good with computers
   • You're usually teaching others how to use their computer to its fullest.
6. Good communicator
   • You understand customers concerns and know how to overcome their objections.

 

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.

Trellis is a fantastic place to work

• Join a talented, passionate team that we call friends, mentors, and colleagues
• Flat,collaborative, transparent culture; get in at the ground floor and be a true business partner
• Opportunities for growth and development within your role and all areas of the organization
• 75th-percentile (competitive!) compensation
• 100% remote work environment
• Quarterly, fun team bonding events

Trellis additionally offers competitive benefits:

• Unlimited vacation time
• 100% employer-paid insurance for employee, 60% for dependents