Match score not available

Unlock Premium Benefits Today!
🚀 Elevate your career with priority access.
Stand out to top recruiters with Jobgether Priority Access:
  • ✅ Top Match: We help you identify job offers where you're a perfect fit.
  • ✅ Exclusive Referral Service: Connect directly with recruiters as a Jobgether Certified Premium User.
  • ✅ Personalized Feedback: Receive expert guidance on applications and have your profile manually reviewed.

Start Your Free Trial Now!

Start my free trial

Personal-Lines Insurance Customer Service Representative

78% Flex
EXTRA HOLIDAYS - EXTRA PARENTAL LEAVE
Remote: 
Full Remote
Contract: 
Full time
Salary: 
0 - 600K yearly
Work from: 
United States

Offer summary

Qualifications:

2-3 years experience in Property and Casualty insurance with a valid license, Strong written and verbal communication skills, ability to work independently, fluency in using multiple systems.

Key responsabilities:

  • Assist clients with various insurance needs through phone, email, and SMS
  • Analyze policies, documents, effectively collaborate across teams, navigate different insurers' products
Trellis logo
Trellis Insurtech: Insurance + Technology Startup https://www.trellisconnect.com/
11 - 50 Employees
About Trellis
The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected. 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.We help financial institutions, fintechs, and other innovative companies to engage users across a broader set of financial needs and goals while diversifying revenue through embedded insurance. Some of our partners include Rocket Money (formerly Truebill), Acorns, and Albert, among dozens of other innovative companies.We help insurers reach more of their target customers by utilizing cost-effective embedded insurance distribution channels in the leading apps and websites that consumers are already using.We meet the consumers where they are and help them find the right personal insurance that meets their needs.Our products simplify insurance by:- Enabling consumers to easily link their existing insurance account information using just their username and password- Providing more comprehensive and up-to-date consumer information than traditional prefill solutions while keeping consumer data safe and private- Equipping our partners with a best-in-class insurance marketplace, with 150+ insurers, “apples-to-apples” coverage comparison, and online binding available today- Complementing the digital experience with real human guidance from nationally-licensed insurance agents- Offering a flexible implementation approach from simple white-labeled landing pages to robust API integrations Trellis is backed by multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.
See more Trellis offers

Job description

Logo Jobgether

Your missions

What we’re building and why we’re building it

Trellis is an insurtech start-up. Our mission is to build industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers. Our embedded insurance solutions bring the market's leading insurance brands into the apps and ecosystems consumers already use to help them find, compare, and purchase personal insurance, harnessing the power of their personal data.

We’re fast-growing! Our partners include 4 of the top 5 digital banks and 7 of the top 50 personal finance apps in both app stores, including Rocket Money (formerly Truebill), Albert, and Acorns. We have backing from multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.

We’re fully remote. We believe it allows us to find the best talent wherever it is, provide our team with maximum flexibility, and stand out to candidates.

Trellis is led by third-time fintech entrepreneur, Daniel Demetri, who has previously founded multiple fintech and insurtech startups that now operate as publicly-traded companies.

Our Values
  1. Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
  2. Speed – We work quickly and pragmatically. We move fast and get things done.
  3. Craft – We are constantly learning and bettering ourselves and the way we work.
  4. Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
  5. Positivity – We see a cup half-full, focus on the team's potential, and rise to challenges..

About the Role

The Customer Service Representative (CSR) plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. Reporting to the Customer Service Manager, a CSR is someone who loves talking to and helping people, a creative thinking who is able to assist and service a variety of insurance products, and someone who looks to proactively solve any issues. The CSR will provide information on a variety of complex customer service issues regarding different P&C products to help grow agency retention and build customer loyalty.

In this role, expect to:
  • 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, Safeco, National General, Bristol West and other insurers – to efficiently and effectively service clients.
  • Utilize complicated, evolving software, such as our CRM and in-house comp rater
To Succeed in this role, you have:
  • Industry Experience: you have two to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license
  • Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
  • Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision

  • Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals
  • Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions.
  • Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously
Variable compensation based on performance
  • Base salary starting at $47.5k - automatic increase to $50k after 3 months!
  • Uncapped bonuses for up-selling and cross-selling insurance products
    • Earn 4% commission of total written premiums, no cap!
    • Bonuses available for putting in extra hours
    • Regular contests and incentive programs to earn more
Nice to have, but not essential
  • Active licenses in 40+ states
  • Bilingual in English & Spanish

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries.

Trellis is a fantastic place to work
  • Join a talented, passionate team that we call friends, mentors, and colleagues
  • Flat,collaborative, transparent culture; get in at the ground floor and be a true business partner
  • Opportunities for growth and development within your role and all areas of the organization
  • 75th-percentile (competitive!) compensation
  • 100% remote work environment
  • Quarterly, fun team bonding events

Trellis additionally offers competitive benefits:

  • Unlimited vacation time
  • 100% employer-paid insurance for employee, 60% for dependents
  • 401(k) retirement savings plan
  • Bonuses and equity opportunities
  • Budget for home office equipment

Required profile

Experience

Industry :
Insurtech: Insurance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

InsuranceLife Insurance KnowledgeCRM Software

Soft Skills

  • Analytical Thinking
  • Practical Skills
  • Customer Service
  • Interpersonal Skills
  • Proactivity
  • Problem Solving
  • Teamwork
Are you interested?

Go Premium: Access the World's Largest Selection of Remote Jobs!

  • Largest Inventory: Dive into the world's largest remote job inventory. More than half of these opportunities can't be found on standard platforms.
  • Personalized Matches: Our AI-driven algorithms ensure you find job listings perfectly matched to your skills and preferences.
  • Application fast-lane: Discover positions where you rank in the TOP 5% of applicants, and get personally introduced to recruiters with Jobgether.
  • Try out our Premium Benefits with a 7-Day FREE TRIAL.
    No obligations. Cancel anytime.
Upgrade to Premium

Find other similar jobs

SEE MORE JOBS
Sign in or sign up with Google or LinkedIn