Licensed Service Advisor
New
T
TrellisInsurance
This is a remote position open to candidates in most U.S. states., At least one closing shift per week (12 PM - 9 PM ET); team hours are 9 AM to 9 PM ET on weekdays and 9 AM to 6 PM ET on weekends.Full-TimeJunior
SalaryBase salary starting at $52,500; Earn 4% commission of total written premiums, uncapped!; $400 bonus based on Metric attainment; Bonuses available for putting in extra hours
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Job Details
- Experience
- 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
- Required Skills
- Data AnalysisCRM
Requirements
- Have 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.
- Demonstrate success preventing cancellations, rewriting business, and cross-selling additional products.
- Be proficient in navigating multiple carrier systems and CRMs.
- Be able to interpret data to improve outcomes.
- Be detail-oriented and organized, and perform high-quality work with limited oversight.
- Work Monday-Friday or Sunday-Thursday, including at least one closing shift per week (12 PM - 9 PM ET).
Responsibilities
- Deliver service to existing and prospective policyholders by phone, email, and SMS.
- Manage renewals and identify at-risk accounts to prevent cancellations and reduce churn.
- Quote and bind additional coverage or renewal options using multiple carrier platforms.
- Interpret policies, endorsements, and reports to make informed, compliant decisions.
- Partner with Sales, Training, and Operations to support smooth handoffs and consistent customer experiences.
- Use CRM tools, comparative raters, and carrier portals, including systems for Progressive, Geico, National General, Safeco, and Bristol West.
- Leverage automation and data to improve workflows and performance metrics.
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