Remote Licensed Insurance Service Advisor — Retention & Growth

MoneyLion; United States; Remote; USD 47.000 - 58.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Experienced advisor

Exceptional communicator

Tech-forward and analytical

Self-directed operator

Change champion

Retention-focused mindset

Ausbildung

Property and Casualty license in at least 10 states

Jobbeschreibung

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.