Licensed Service Advisor

Trellis

. Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS .

Posted 9/29/2026full-timeRemote • United States, CanadaJuniorMid-Level💰 $52,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal lines insurance with a focus on service, retention, and sales support. Proficient in navigating multiple carrier systems and CRMs while leveraging data to enhance workflows and performance metrics.

Highest-signal resume keywords

Personal Lines Insurance ExperienceProperty And Casualty LicenseCRM NavigationData InterpretationCustomer Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy InterpretationChurn Reduction StrategiesCross-SellingRenewal ManagementCompetitive Quoting

Soft Skills

Detail-OrientedOrganizedEmpathetic CommunicationAdaptabilitySelf-Motivated

Tools & Technologies

CRM ToolsComparative RatersCarrier PortalsAutomation Tools

Certifications & Qualifications

Property And Casualty License

Industry Keywords

InsurancePolicyholder ServiceRetentionSales SupportFast-Paced Environment

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 communication skills
Highly proficient in navigating multiple carrier systems and CRMs
Ability to interpret data to improve outcomes
Detail-oriented and organized
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
Must complete a background check prior to starting employment
Able to work one weekend day per week
Able to work at least one closing shift per week (12 PM - 9 PM ET)

Benefits

Comp & perks

Uncapped bonuses for rewriting and cross-selling insurance products for existing customers
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
Competitive compensation (75th+ percentile)
Fully remote across the US & Canada
Quarterly virtual and/or in-person events
Flexible vacation
Health insurance starts day one
Wellness programming
401(k) and HSA contributions
FSAs
Bonuses and equity opportunities
Paid parental leave