Remote Personal-Lines Insurance Customer Service Representative

Summary

The job is for a Customer Service Representative at Trellis, an insurtech start-up. The role involves assisting clients across various servicing needs, navigating multiple insurers' products, and requires industry experience, excellent communication skills, proactive attitude, problem-solving abilities, computer fluency, and a valid Property and Casualty or Personal Lines license. The compensation includes a base salary with automatic increase, uncapped bonuses for up-selling and cross-selling insurance products, and commission based on total written premiums.

Requirements

• Industry Experience: you have two to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license
• 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
• 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

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