Licensed P&C Insurance Service Advisor

ABOUT THE ROLE:

• Handle a variety of complex service interactions - from coverage changes and billing questions to renewals, cross-sells, and policy rewrites.
• Ensure each customer feels informed, valued, and confident in their protection.
• This is a remote position open to candidates in most U.S. states (with the exception of California and New York).

IN THIS ROLE, YOU WILL:

• Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions that protect the customer and the agency.
• Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs and consistent, high-quality experiences.
• Master our technology systems, including CRM tools, comparative raters, and carrier portals for major insurers such as Progressive, Geico, National General, Safeco and Bristol West.

WHY TRELLIS?:

• At Trellis, you’ll make a real impact on a product millions rely on, and grow alongside a company that’s scaling fast.
• We’re a group of curious, mission-driven humans rewriting the insurance experience and having a lot of fun along the way.
• If you want a role where you’ll grow, be trusted, and build something that genuinely improves people’s lives, Trellis is the place. Join us.