Licensed Insurance Service Advisor

Gen; United States; Remote; USD 47,000 - 58,000; Full time

Benefits offered by this job

Flexible vacation

Wellness programming

401(k) contributions

Equity opportunities

Job summary

Trellis, the tech-powered insurance company behind Savvy, is hiring a Licensed P&C Insurance Service Advisor. This remote role reports to the Customer Service Manager and blends empathy with sales acumen to build lifelong customer relationships.

Youll handle renewals, coverage changes, cross-sells, and policy rewrites across major carriers, collaborating with Sales, Training, and Operations to ensure accurate, compliant decisions and a seamless customer experience.

Qualifications

• 2–3 years of personal lines insurance experience in service, retention or sales support.
• Active Property & Casualty or Personal Lines license in at least 10 states.
• Retention-focused mindset with success preventing cancellations and cross-selling.
• Excellent communicator, able to explain insurance concepts clearly.
• Tech-forward: proficient with multiple carrier systems and CRMs; data-informed.
• Self-directed, detail-oriented, with ability to work with limited oversight.
• Adaptable to a fast-paced startup environment.

Responsibilities

• Deliver exceptional service to policyholders via phone, email, and SMS, ensuring prompt and personable support.
• Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions.
• Drive revenue through consultative selling, quoting and binding additional coverages or improved renewals.
• Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions.
• Partner cross-functionally with Sales, Training, and Operations for smooth handoffs.
• Master CRM tools, comparative raters, and carrier portals for major insurers.
• Champion efficiency by leveraging automation and data to improve workflows.

Skills

Personal lines insurance

Client service

Retention & cross-sell

Communication

CRM navigation

Data interpretation

Detail-oriented

Tools

CRM systems

Carrier portals

Comparative raters

Job description

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. With powerful tools, clean design, and a customer-first mindset, we’re making insurance shopping refreshingly effortless.

We’re a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. As a remote-first team, we move quickly, experiment boldly, and build with intention.

If you’re craving meaningful impact, energized by ambiguity, and are ready to build alongside exceptional teammates, you’re going to love doing your best work at Trellis.

About the Role

The Licensed P&C Insurance Service Advisor (LSA) plays a critical role in delivering the high-quality customer experience that powers Trellis’ growth and retention engine. Reporting to the Customer Service Manager, LSAs are trusted advisors who combine empathy, technical expertise, and sales acumen to build lifelong customer relationships.

You’ll handle a variety of complex service interactions - from coverage changes and billing questions to renewals, cross-sells, and policy rewrites - all while ensuring each customer feels informed, valued, and confident in their protection.

This is a remote position open to candidates in most U.S. states.

In this role, you will

• 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.

What You Bring to the Table

• Experienced advisor: 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
• Licensing: actively hold a Property and Casualty or Personal Lines license in at least 10 states
• Retention-focused mindset: Proven success preventing cancellations, rewriting business, and cross-selling additional products.
• Exceptional communicator: Clear, confident, and empathetic - capable of building trust quickly and simplifying complex insurance concepts.
• Tech-forward and analytical: Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes.
• Self-directed operator: Detail-oriented, organized, and capable of performing high-quality work with limited oversight.
• Change champion: Comfortable in a fast-paced, evolving startup environment - eager to learn new systems and processes quickly to hit goals.

Variable compensation based on performance

• Base salary starting at $52,500
• 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
• 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 work (Mon - Fri OR Sun - Thurs) and at least one closing shift per week (12 PM - 9 PM ET). Our team members enjoy two days off to rest and recharge.

Why Trellis? Because you deserve a career that’s exciting, meaningful, and surrounded by people who lift you up.

We’re a group of curious, mission-driven humans rewriting the insurance experience and having a lot of fun along the way. At Trellis, you’ll make a real impact on a product millions rely on, and grow alongside a company that’s scaling fast.

What sets Trellis apart:

A transparent, collaborative culture where ideas win, not titles

Big opportunities to take ownership and chart your growth

Fully remote across the US & Canada

Quarterly virtual and/or in-person events that keep us connected

Plus, the benefits are built to support your whole life:

Flexible vacation (yes, actually flexible)

Wellness programming, because balance matters

401(k) and HSA contributions, FSAs, bonuses & equity opportunities

If you want a role where you’ll grow, be trusted, and build something that genuinely improves people’s lives, Trellis is the place. Join us.

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