Licensed P&C Insurance Service Advisor

About the Role:

• Play a critical role in delivering high-quality customer experience power 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.
• Handle a variety of complex service interactions and ensure each customer feels informed, valued, and confident in their protection.

In this Role, You Will:

• Deliver exceptional service to existing and prospective policyholders ensuring prompt, accurate, and personable support on every interaction.
• Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
• Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.

What You Bring to the Table:

• Experienced advisor with 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
• Hold activel Property and Casualty or Personal Lines license in at least 10 states.
• Exceptional communicator capable of building trust quickly and simplifying complex insurance concepts.