Licensed Service Advisor

FinTech Collective, LLC; United States; Remote; USD 47,000 - 58,000; Full time

Job summary

Trellis is seeking a Licensed P&C Insurance Service Advisor to deliver high-quality customer experiences across phone, email, and SMS. You will guide policyholders through renewals, coverage changes, and cross-sell opportunities while ensuring accuracy and compliance.

This remote role is open to most U.S. states. You will work with a team to reduce churn, bind new lines, and interpret policies using carrier platforms such as Progressive and Geico, with schedule options across weekdays.

Qualifications

• 2–3 years of personal lines insurance experience in a service, retention, or sales support role.
• Active Property and Casualty license in at least 10 states.
• Proven success preventing cancellations, rewriting business, and cross-selling.
• Clear, confident, empathetic communication; builds trust quickly.
• Tech-savvy with multiple carrier systems and CRMs; data-driven.
• Detail-oriented, organized, self-directed in a fast-paced startup.

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; quote and bind additional lines.
• Interpret and analyze policies, endorsements, and reports for compliant decisions.
• Partner cross-functionally with Sales, Training, and Operations.
• Master CRM tools, comparative raters, and carrier portals for major insurers.
• Champion efficiency and accuracy by leveraging automation to improve workflows.

Skills

Experienced advisor

Exceptional communicator

Tech-forward and analytical

Self-directed operator

Change champion

Retention-focused mindset

Education

Property and Casualty license in at least 10 states

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.

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.