Personal Lines Insurance Customer Service Representative

Summary

Join Trellis, a fast-growing Series A startup, as a Customer Service Representative (CSR) and play a pivotal role in our best-in-class servicing department. You will assist agency clients via phone, email, and SMS, interpret insurance documents, utilize carrier quoting systems, and collaborate with teams to ensure high customer satisfaction. The role requires 2-3 years of P&C insurance experience, active Property and Casualty or Personal Lines licenses in at least 15 states, and excellent communication skills. You'll navigate various insurer portals and utilize our CRM and in-house comp rater. Trellis offers competitive compensation, including a base salary, uncapped bonuses, and commissions, along with benefits like unlimited vacation, 100% employer-paid Platinum-tier health insurance, and a 401(k) plan.

Requirements

• Industry Experience: you have two to three years of P&C or Personal Lines Insurance experience
• Licensing: actively hold a Property and Casualty or Personal Lines license in at least 15 states
• Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
• Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
• Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals
• Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions
• Superior computer fluency: you can 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
• Utilize carrier quoting systems in order to bind insurance policies for existing customers who are seeking additional lines of coverage or seeking renewal comparisons
• 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, Geico, 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

• Active licenses in 40+ states
• Bilingual in English & Spanish
• Experience quoting and binding policies

Benefits

• Variable compensation based on performance
• Base salary starting at $47.5k - automatic increase to $50k after 3 months!
• 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
• Regular contests and incentive programs to earn more
• Unlimited vacation time
• 100% employer-paid Platinum-tier health insurance for employee, 65% for dependents
• Flexible Spending Accounts (FSAs)
• 401(k) retirement savings plan
• Bonuses and equity opportunities
• Budget for home office equipment