Remote Licensed Insurance Service Advisor – Retention & Revenue

Trellis Technologies; Phoenix (AZ); Teletrabalho; USD 47 000 - 58 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work

Performance bonuses

Commission on premiums

Resumo da oferta

Trellis Technologies is seeking a Licensed P&C Insurance Service Advisor to deliver exceptional service, support policyholders, and drive renewals and cross-sells from a remote setting across the United States.

The role requires 2–3 years in personal lines, active P&C licenses in multiple states, and strong CRM or carrier-system proficiency. You’ll partner with Sales, Training, and Operations to ensure first-rate customer experiences.

Qualificações

• 2–3 years of personal lines insurance experience in a service, retention, or sales support role.
• Active Property and Casualty or Personal Lines license in at least 10 states.
• Retention-focused mindset with success preventing cancellations and cross-selling.

Responsabilidades

• Provide phone, email, and SMS support with prompt, accurate service.
• Retain and grow customers by managing renewals and reducing churn.
• Sell additional lines of coverage through consultative selling.
• Interpret policies and endorsements to make compliant decisions.
• Collaborate cross-functionally for smooth handoffs and quality experiences.
• Navigate CRM tools and carrier portals for major insurers.
• Leverage automation and data to improve workflows and metrics.

Conhecimentos

Communication

Sales experience

CRM proficiency

Analytics

Self-directed work

Formação académica

P&C insurance license (10 states)

Ferramentas

CRM systems

Carrier portals

Comparative raters

Descrição da oferta de emprego

Trellis Technologies is seeking a Licensed P&C Insurance Service Advisor to deliver exceptional service, support policyholders, and drive renewals and cross-sells from a remote setting across the United States.

The role requires 2–3 years in personal lines, active P&C licenses in multiple states, and strong CRM or carrier-system proficiency. You’ll partner with Sales, Training, and Operations to ensure first-rate customer experiences.