Licensed P C Insurance Service Advisor

📋 Description

• • Own the end-to-end customer journey for thousands of Savvy policyholders, serving as their single point of contact for complex service issues, renewals, and coverage optimization. You’ll handle everything from billing inquiries and mid-term changes to full policy rewrites, ensuring every interaction leaves customers feeling informed, protected, and genuinely cared for.
• • Act as a proactive retention strategist by monitoring renewal pipelines, identifying at-risk accounts, and presenting data-driven solutions that keep customers on the books while lowering their premiums. You’ll leverage Trellis’ proprietary analytics to pinpoint churn signals and intervene with competitive quotes, endorsements, or additional lines of coverage before a lapse occurs.
• • Drive incremental revenue through consultative cross-selling and upselling. Using comparative raters and carrier portals (Progressive, Geico, National General, Safeco, Bristol West), you’ll quote and bind new policies, add umbrella coverage, or bundle auto and home products—earning uncapped commissions on every dollar of written premium.
• • Master and continuously optimize our tech stack: Salesforce, internal CRM, telephony, SMS platform, and carrier APIs. You’ll champion automation opportunities, build reusable macros, and surface product gaps to Engineering so that every future interaction is faster and more accurate.
• • Collaborate daily with Sales, Training, and Operations to create seamless customer handoffs. When Sales closes a new policy, you’ll ensure onboarding is flawless; when Training rolls out a new workflow, you’ll pilot it, document edge cases, and train peers so the entire team levels up.
• • Uphold strict compliance and risk standards. You’ll interpret policy language, state regulations, and carrier guidelines to make coverage decisions that protect both the customer and the agency, all while maintaining meticulous documentation for audit readiness.
• • Deliver empathetic, jargon-free education that demystifies insurance. Whether explaining why a deductible change affects premium or walking a customer through a claims scenario, you’ll translate complex concepts into clear, actionable guidance that builds lifelong trust.
• • Embrace a rotating schedule designed for customer convenience: work five 8-hour shifts that include at least one weekend day (Tues–Sat or Sun–Thu) and one closing shift (12 PM–9 PM ET). Enjoy two consecutive days off to recharge, plus the flexibility to swap shifts when life happens.
• • Contribute to a culture of continuous improvement. You’ll participate in weekly retros, share customer insights that shape product roadmaps, and mentor new hires so the entire Licensed Service Advisor team becomes faster, smarter, and more customer-centric every quarter.