Licensed P&C Insurance Service Advisor

About the Company

Trellis is rewriting the insurance experience from the inside out. We’re the tech company behind Savvy, our licensed insurance agency, and we’re bringing clarity and ease to a space known for… the opposite. We’re a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures.

Responsibilities

• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS
• Retain and grow customers by managing renewals and identifying at-risk accounts
• Drive revenue through consultative selling, quoting, and binding additional lines of coverage
• Interpret and analyze policies, endorsements, and reports to make informed decisions
• Partner cross-functionally with Sales, Training, and Operations teams
• Master technology systems including CRM tools, comparative raters, and carrier portals

Requirements

• 2-3 years of personal lines insurance experience in service, retention, or sales support
• Active Property and Casualty or Personal Lines license in at least 10 states
• Proven success in preventing cancellations and cross-selling products
• Proficiency in navigating multiple carrier systems and CRMs
• Ability to work at least one weekend day and one closing shift (12 PM - 9 PM ET) per week

Benefits

• Base salary starting at $50,000
• Uncapped commissions (4% of total written premiums)
• Performance bonuses and extra hour bonuses
• Flexible vacation
• Health insurance starting day one
• 401(k) and HSA contributions
• Paid parental leave