Personal-Lines Insurance Customer Service Representative
Updated on 5/22/2023
Experience Level
Desired Skills
Customer Service
  • Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
  • Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously
  • 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, Allstate, Liberty Mutual, and other top insurers - to efficiently and effectively service clients
  • Utilize complicated, evolving software, such as our CRM and in-house comp rater
  • Industry Experience: you havetwo to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license
  • Base salary starting at $47.5k - automatic increase to $50k after 3 months!
  • Annual commission between $8k - $12k depending on performance, no cap!
  • Earn 4%commission of total written premiums
  • Bonuses available for putting in extra hours
  • Regular contests and incentive programs to earn more
Desired Qualifications
  • Active licenses in 40+ states
  • Bilingual in English & Spanish
Trellis Technologies

11-50 employees

Embedded insurance solutions
Company Overview
Trellis' mission is to build industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers. Trellis is a fully remote insurtech start-up that builds industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers.
  • Competitive salary + bonuses + equity opportunities
  • Unlimited PTO
  • 100% employer-paid insurance
  • 401K plan
  • Annual in-person retreats
Company Core Values
  • Extreme ownership
  • Speed
  • Craft
  • Collaboration
  • Positivity