Trellis

Advisor

• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS
• Manage renewals, identify at-risk accounts, and present competitive solutions to reduce churn
• Quote and bind additional lines of coverage or improved renewal options using multiple carrier platforms
• Interpret and analyze policies, endorsements, and reports
• Partner with Sales, Training, and Operations teams
• Navigate CRM tools, comparative raters, and carrier portals
• Leverage automation and data to improve workflows and performance metrics
• Work a Mon-Fri or Sun-Thurs schedule with two days off

Licensed Service Advisor

Research Analyst

• Produce reports related to Trellis Strategies client needs
• Conduct qualitative research projects
• Support researchers as a member of project teams
• Administer survey instruments and conduct interviews and focus groups
• Code transcripts and relevant data
• Use MS Excel and similar tools to query internal and public databases and generate reports and databases
• Perform quality control, including reconciling and proofreading reports
• Lead standard qualitative research projects
• Navigate publicly available databases and conduct landscape assessments
• Draft reports on best practices in postsecondary education and workforce development
• Develop and recommend research and data management techniques
• Acquire, organize, interpret, and display data
• Perform quality control checks on team reports
• Manage data and perform data cleaning
• Build tables in MS Excel
• Develop communication tools, research briefs, and social media outreach
• Contribute to project and informal research teams
• Support recruitment for large-scale research projects through participant outreach, client communication, and recruitment tracking
• Use AI tools for transcription, preliminary coding, and landscape scans while reviewing outputs and following data privacy, confidentiality, and IRB requirements
• Respond to internal and external requests for ad hoc reports
• Contribute to strategic initiatives and support department functions

Licensed Service Advisor

Research Specialist – Qualitative