Licensed Service Advisor

Trellis Technologies

United States

Remote

USD 47,000 - 58,000

Full time

8 days ago

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Benefits offered by this job

Flexible vacation

Health insurance starts day one

Wellness programming

401(k) and HSA contributions, FSAs,Bon

Bonuses & equity opportunities

Paid parental leave

Fully remote across the US & Canada

Job summary

Trellis Technologies is hiring a Licensed P&C Insurance Service Advisor to deliver high-quality, customer-focused service for policyholders across the US. You’ll handle coverage changes, renewals, cross-sells, and policy rewrites while maintaining clarity and trust.

Reporting to the Customer Service Manager, you will use multiple carrier platforms and CRMs to optimize interactions, reduce churn, and grow revenue in a remote-first environment.

Qualifications

Active Property & Casualty or Personal Lines license in at least 10 states.
2–3 years of personal lines insurance in a service, retention, or sales support role.
Proven success preventing cancellations, rewriting business, and cross-selling products.
Clear, confident, and empathetic communicator capable of building trust quickly.
Highly proficient in navigating multiple carrier systems and CRMs.
Detail-oriented, organized, and able to work with limited oversight.
Comfortable in a fast-paced, evolving startup environment.

Responsibilities

Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS with prompt, accurate, and personable support.
Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions to maintain coverage and reduce churn.
Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewals for existing customers.
Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions.
Partner cross-functionally with Sales, Training, and Operations for smooth handoffs and high-quality experiences.
Master CRM tools, comparative raters, and carrier portals for major insurers (Progressive, Geico, National General, Safeco, Bristol West).
Champion efficiency and accuracy by leveraging automation to improve workflows and performance metrics.

Skills

Experienced advisor

Licensing

Retention-focused mindset

Exceptional communicator

Tech-forward

Self-directed

Change champion

Education

P&C or Personal Lines license

Tools

CRM systems

Carrier portals

Comparative raters

Job description

About Trellis

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 at least one weekend day per week (Tues - Sat 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: