Remote Licensed Insurance Advisor – Retention & Growth

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

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

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.