Personal Lines Insurance Customer Service Representative

Trellis; United States; Remote; USD 48,000 - 70,000; Full time

Job summary

Trellis is looking for a Customer Service Representative to join their fully remote team. This role involves assisting clients with a variety of insurance products while ensuring excellent customer satisfaction. Ideal candidates will have prior experience in insurance and strong communication skills. Trellis offers competitive compensation and a flexible work environment with opportunities for growth.

Benefits

Unlimited vacation time

100% employer-paid health insurance

401(k) retirement savings plan

Budget for home office equipment

Quarterly team bonding events

Qualifications

• 2-3 years of P&C or Personal Lines Insurance experience.
• Active Property and Casualty license in at least 15 states.
• Outstanding written and verbal communication skills.

Responsibilities

• Assist clients with various servicing needs via phone, email, and SMS.
• Interpret and analyze insurance documents to make informed decisions.
• Navigate multiple insurer products and agent portals.

Skills

Communication skills

Problem-solving

Attention to detail

Job description

Personal Lines Insurance Customer Service Representative

Personal Lines Insurance Customer Service Representative

1 month ago Be among the first 25 applicants

Trellis is a profitable, fast-growing Series A startup backed by top investors like General Catalyst, QED, NYCA, and Amex Ventures.

Our mission: make shopping for home and auto insurance faster, smarter, and easier for everyday Americans. Powered by ML and GenAI, we help people find better insurance — saving them time, money, and stress.

We’re fully remote, built for speed, and led by a third-time fintech founder with a track record of building public companies.

If you move fast, take ownership, and care about your craft, you’ll thrive here.

About The Role

The Customer Service Representative (CSR) plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. Reporting to the Customer Service Manager, a CSR is someone who loves talking to and helping people, a creative thinking who is able to assist and service a variety of insurance products, and someone who looks to proactively solve any issues. The CSR will provide information on a variety of complex customer service issues regarding different P&C products to help grow agency retention and build customer loyalty.

In This Role, Expect To

• Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner.
• Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions.
• Utilize carrier quoting systems in order to bind insurance policies for existing customers who are seeking additional lines of coverage or seeking renewal comparisons.
• Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction.
• Navigate dozens of insurers' products and agent portals – including Progressive, Geico, National General, Bristol West and other insurers – to efficiently and effectively service clients.
• Utilize complicated, evolving software, such as our CRM and in-house comp rater
  
  
  

To Succeed In This Role, You Have

• Industry Experience: you have two to three years of P&C or Personal Lines Insurance experience
• Licensing: actively hold a Property and Casualty or Personal Lines license in at least 15 states
• Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
• Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
• Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals
• Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions.
• Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously
  
  
  

Variable compensation based on performance

• Base salary starting at $47.5k - automatic increase to $50k after 3 months!
• 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
• Regular contests and incentive programs to earn more
  

Nice to have, but not essential

• Active licenses in 40+ states
• Bilingual in English & Spanish
• Experience quoting and binding policies
  
  
  

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 Sunday-Thursday with at least one closing shift per week (12 PM - 9 PM ET). Our team members enjoy two days off to rest and recharge.

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.

Trellis is a fantastic place to work

Join a Talented, Passionate Team

• Flat, collaborative, transparent culture; get in at the ground floor and be a true business partner
• Opportunities for growth and development within your role and all areas of the organization
• 75th-percentile (competitive!) compensation
• 100% remote work environment
• Quarterly, fun team bonding events
  
  
  

Trellis Additionally Offers Competitive Benefits

• Unlimited vacation time
• 100% employer-paid Platinum-tier health insurance for employee, 65% for dependents
• Flexible Spending Accounts (FSAs)
• 401(k) retirement savings plan
• Bonuses and equity opportunities
• Budget for home office equipment

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Software Development

Referrals increase your chances of interviewing at Trellis by 2x

Sign in to set job alerts for “Customer Service Representative” roles.

United States $48,000.00-$70,000.00 5 days ago

United States $29,300.00-$37,100.00 2 weeks ago

United States $40,000.00-$45,000.00 4 days ago

Texas, United States $50,000.00-$70,000.00 4 days ago

Indiana, United States $31,200.00-$31,200.00 4 days ago

Call Center Customer Service Representative

Customer Service Representative - CCC Mountain/Pacific Time Zones

Georgia, United States $31,200.00-$31,200.00 4 days ago

Customer Service Rep - WFH - No experience required- $75K- $200K

United States $75,000.00-$200,000.00 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.