[Hiring] Licensed Service Advisor @Trellis Technologies

Role Description

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:

• Coverage changes
• Billing questions
• Renewals
• Cross-sells
• 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.

Qualifications

• 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
• Actively hold a Property and Casualty or Personal Lines license in at least 10 states.
• Proven success preventing cancellations, rewriting business, and cross-selling additional products.
• Clear, confident, and empathetic communicator capable of building trust quickly.
• Highly proficient in navigating multiple carrier systems and CRMs.
• Detail-oriented, organized, and capable of performing high-quality work with limited oversight.
• Comfortable in a fast-paced, evolving startup environment.

Requirements

• 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, quoting, and binding additional lines of coverage.
• Interpret and analyze policies, endorsements, and reports to make informed decisions.
• Partner cross-functionally with Sales, Training, and Operations teams.
• Master technology systems, including CRM tools and carrier portals.
• Champion efficiency and accuracy by leveraging automation and data.

Benefits

• Base salary starting at $52,500.
• Uncapped bonuses for rewriting and cross-selling insurance products.
• 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.
• Flexible vacation.
• Health insurance starts day one.
• Wellness programming.
• 401(k) and HSA contributions, FSAs, bonuses & equity opportunities.
• Paid parental leave.