Responsibilities
- Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
- Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
- Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.
- Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions that protect the customer and the agency.
- Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs and consistent, high-quality experiences.
- Master our technology systems, including CRM tools, comparative raters, and carrier portals for major insurers such as Progressive, Geico, National General, Safeco and Bristol West.
- Champion efficiency and accuracy, leveraging automation and data to improve workflows and performance metrics.
Requirements
- 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 - capable of building trust quickly and simplifying complex insurance concepts.
- Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes.
- Detail-oriented, organized, and capable of performing high-quality work with limited oversight.
- Comfortable in a fast-paced, evolving startup environment - eager to learn new systems and processes quickly to hit goals.
Benefits
- Flexible vacation
- Health insurance starts day one
- Wellness programming, because balance matters
- 401(k) and HSA contributions, FSAs, bonuses & equity opportunities
- Paid parental leave
Work Arrangement
Remote (Worldwide)
Additional Information
- 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 at least one weekend day per week (Tues - Sat OR Sun - Thurs) and at least one closing shift per week (12 PM - 9 PM ET).
- Our team members enjoy two days off to rest and recharge.
- All employees must complete a background check prior to starting employment with Trellis or its subsidiaries.
