Licensed Service Advisor

The role

The Licensed P&C Insurance Service Advisor delivers customer service, manages renewals, and drives revenue through consultative selling. You will handle coverage changes, billing questions, and policy rewrites using multiple carrier platforms.

What you will do

• Deliver service to policyholders via phone, email, and SMS
• Retain and grow customers by managing renewals and identifying at-risk accounts
• Drive revenue through consultative selling, quoting and binding additional lines of coverage
• Interpret and analyze policies, endorsements, and reports
• Partner cross-functionally with Sales, Training, and Operations teams
• Master technology systems including CRM tools, comparative raters, and carrier portals
• Leverage automation and data to improve workflows and performance metrics

Required qualifications

• 2-3 years of personal lines insurance experience in a service, retention, or sales support role
• Actively hold a Property and Casualty or Personal Lines license in at least 10 states
• Proven success preventing cancellations, rewriting business, and cross-selling additional products
• Clear, confident and empathetic communicator
• Highly proficient in navigating multiple carrier systems and CRMs
• Ability to interpret data to improve outcomes
• Detail-oriented, organized, and capable of performing high-quality work with limited oversight
• Comfortable in a fast-paced, evolving startup environment

Benefits

• Base salary starting at $52,500
• Uncapped bonuses for rewriting and cross-selling insurance products
• 4% commission of total written premiums, uncapped
• $400 bonus based on Metric attainment
• Bonuses available for putting in extra hours
• Room for career advancement

About the company

gen-digital provides the high-quality customer experience that powers Trellis’ growth and retention engine.