Licensed P&C Insurance Service Advisor

📋 Description

• • The Licensed P&C Insurance Service Advisor (LSA) plays a critical role in delivering high-quality customer experiences that drive Trellis’ growth and retention, combining empathy, technical expertise, and sales acumen to build lifelong customer relationships.
• • Day to day, the LSA delivers exceptional service via phone, email, and SMS; manages renewals and identifies at-risk accounts; drives revenue through consultative selling and cross-selling; interprets policies and endorsements for compliant decisions; partners with Sales, Training, and Operations teams; masters CRM tools and carrier portals; and leverages automation and data to improve workflows and performance metrics.
• • Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures, rewriting the insurance experience through its licensed agency Savvy, with a remote-first culture focused on clarity, ease, and customer-first innovation.
• • In this role, you will develop deep expertise in personal lines insurance, master multiple carrier systems, grow your consultative sales and retention skills, and advance your career in a mission-driven environment where your impact directly improves customer protection and satisfaction.