Job Description
The Licensed Service Advisor (LSA) plays a critical role in delivering the high-quality customer experience that powers Trellis’ growth and retention engine. Reporting to the Customer Service Manager, LSAs are trusted advisors who combine empathy, technical expertise, and sales acumen to build lifelong customer relationships. You’ll handle a variety of complex service interactions - from coverage changes and billing questions to renewals, cross-sells, and policy rewrites - all while ensuring each customer feels informed, valued, and confident in their protection.
Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS. Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions. Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options. Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions. Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs. Master technology systems, including CRM tools, comparative raters, and carrier portals. Champion efficiency and accuracy, leveraging automation and data to improve workflows and performance metrics.
About Trellis
Trellis is a company focused on delivering a high-quality customer experience which powers growth and retention.