savvyinsurance-trellis - Licensed P&C Insurance Service Advisor
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Requirements
• Experienced advisor: 2-3 years of personal lines insurance experience in a service, retention, or sales support role. • Licensing: actively hold a Property and Casualty or Personal Lines license in at least 10 states • Retention-focused mindset: Proven success preventing cancellations, rewriting business, and cross-selling additional products. • Exceptional communicator: Clear, confident, and empathetic - capable of building trust quickly and simplifying complex insurance concepts. • Tech-forward and analytical: Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes. • Self-directed operator: Detail-oriented, organized, and capable of performing high-quality work with limited oversight. • Change champion: Comfortable in a fast-paced, evolving startup environment - eager to learn new systems and processes quickly to hit goals. • VARIABLE COMPENSATION BASED ON PERFORMANCE
Responsibilities
• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - 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. • 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. • Champion efficiency and accuracy, leveraging automation and data to improve workflows and performance metrics.
Benefits
• $50K – $62.5K • Offers Equity • Offers Commission • Offers Bonus • We believe in paying competitively for great work. As a remote team, we set our salaries at the 75th percentile of national market data in our industry for our US* and Canadian employees. *US candidates located in NYC or SF are benchmarked at the 90th percentile. You can count on your pay being in line with (or above) the market. We review compensation at least once a year to make sure we’re staying competitive and rewarding our team’s contributions. • Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here • LinkedIn Hiring Ad • Insurance Journal • Friend/referral • Mountain Standard Time (Arizona) • Hawaii-Aleutian Standard Time • Decline to self-identify • Hispanic or Latino - A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race. • Hispanic or Latino • White (Not Hispanic or Latino) - A person having origins in any of the original peoples of Europe, the Middle East, or North Africa. • White • Black or African American (Not Hispanic or Latino) - A person having origins in any of the black racial groups of Africa. • Black or African American • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - A person having origins in any of the peoples of Hawaii, Guam, Samoa, or other Pacific Islands. • Native Hawaiian or Other Pacific Islander • Asian (Not Hispanic or Latino) - A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam. • Asian • American Indian or Alaska Native (Not Hispanic or Latino) - A person having origins in any of the original peoples of North and South America (including Central America), and who maintain tribal affiliation or community attachment. • American Indian or Alaska Native • Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five races. • Two or More Races • Hispanic or Latino • White (Not Hispanic or Latino) • Black or African American (Not Hispanic or Latino) • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) • Asian (Not Hispanic or Latino) • American Indian or Alaska Native (Not Hispanic or Latino) • Two or More Races (Not Hispanic or Latino) • I identify as one or more of the classifications of protected veteran listed above • I am not a protected veteran
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