Personal Lines Insurance Customer Service Representative

Summary

Join Trellis as a Customer Service Representative and play a key role in our best-in-class servicing department. Reporting to the Customer Service Manager, you will assist existing and potential clients with a variety of servicing needs via phone, email, and SMS. You will interpret insurance policies and documents, collaborate with teams, and navigate multiple insurer portals. This role requires 2-3 years of P&C insurance experience, a Property and Casualty or Personal Lines license, and excellent communication skills. Success requires proactive initiative, attention to detail, and adaptability to a fast-paced startup environment. Trellis offers a competitive base salary, uncapped bonuses, and commission.

Requirements

• Have two to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license
• Have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
• Have a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
• Thrive on quickly adapting and apply changes to turbo-charge your sales goals
• See issues as opportunities and can look at complex problems and propose creative solutions
• Learn new systems quickly and navigate multiple Carrier portals simultaneously

Responsibilities

• Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner
• Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions
• Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction
• Navigate dozens of insurers' products and agent portals – including Progressive, Safeco, National General, Bristol West and other insurers – to efficiently and effectively service clients
• Utilize complicated, evolving software, such as our CRM and in-house comp rater

Preferred Qualifications

• Have active licenses in 40+ states
• Be Bilingual in English & Spanish

Benefits

• Variable compensation based on performance
• Base salary starting at $47.5k - automatic increase to $50k after 3 months!
• Uncapped bonuses for up-selling and cross-selling insurance products
• Earn 4% commission of total written premiums, no cap!
• Bonuses available for putting in extra hours
• Regular contests and incentive programs to earn more