Licensed Service Advisor

Gen; Arizona; Remote; USD 47,000 - 58,000; Full time

Job summary

Trellis is seeking a Licensed P&C Insurance Service Advisor (LSA) to deliver high-quality customer experiences. You will handle renewals, changes, and cross-sells with empathy, using multiple carrier platforms. This remote role supports policyholders across most U.S. states.

You will collaborate with Sales, Training, and Operations to ensure consistent, accurate service and opportunities for growth. Salary starts at $52,500 with uncapped bonuses and advancement potential.

Qualifications

• 2–3 years of personal lines insurance experience in a service, retention or sales support role.
• Active Property and Casualty or Personal Lines license in at least 10 states.
• Retention-focused with a track record at preventing cancellations and cross-selling.
• Clear, confident and empathetic communicator; able to simplify complex concepts.
• Tech-forward: proficient with multiple carrier systems and CRMs; data-driven.

Responsibilities

• Provide service via phone, email, and SMS with prompt, accurate, and personable support.
• Retain and grow customers by managing renewals, at-risk accounts, and cross-sell options.
• Drive revenue through consultative selling, quoting and binding additional lines.
• Interpret policies and endorsements to make compliant, customer-protective decisions.
• Collaborate with Sales, Training, and Operations for smooth handoffs.
• Master CRM, raters, and carrier portals for major insurers (e.g., Progressive, Geico).
• Leverage automation to improve workflows and performance metrics.

Skills

Personal lines insurance

License: P&C in 10 states

Retention strategies

Customer communication

CRM systems

Tools

CRM software

Carrier portals

Job description

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.

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.

Compensation Range: $52.5K