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Licensed Insurance Service Representative

Role overview

Qualifications

  • Active PC license (or ability to obtain within 30 days)
  • Experience in personal-lines service, retention, or account management
  • Strong customer focus and care about getting the right coverage
  • Comfortable with new tools and AI-assisted workflows

Responsibilities

  • Owning the service queue end to end — endorsements, address and vehicle changes, etc.
  • Addressing non-pay warnings, cancellations, and rate increases proactively
  • Reviewing renewals and catching premium jumps early
  • Collaborating with AI agents to improve service experiences

About the company

Truvo logo

Truvo

Insurance

Building the first autonomous insurance broker.

Company details

IndustryInsurance
Company size2 - 10

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Job description

At Truvo, we are building a fully autonomous consumer insurance broker — saving the average household hundreds of dollars on insurance while better protecting people for the worst moments in their lives. We are rewiring a trillion-dollar industry that still runs on phone calls, fax machines, and legacy carrier systems. We raised our seed, built a best-in-class AI-native broker platform with AI agents that quote, bind, and service policies autonomously, and are scaling an exceptional team.

We are looking for a Licensed Insurance Service Representative to own the customer relationship after the sale — handling policy changes, billing and cancellation issues, and renewals, and helping shape how AI and humans work together to deliver a service experience that has never existed before.

Your Day to Day at Truvo

  • Policy Servicing: Owning the service queue end to end — endorsements, address and vehicle changes, driver adds, lienholder and mortgagee updates, ID cards and proof of insurance

  • Saving Business: Getting ahead of non-pay warnings, cancellations, and rate increases — re-shopping across carriers and rewriting coverage before a customer walks

  • Renewals and Retention: Reviewing renewals before they land, catching premium jumps early, and turning routine touchpoints into cross-sells

  • Carrier Escalations: Being the person who gets a stuck item unstuck — carrier portals, underwriting, and billing departments

  • AI Collaboration: Working alongside our AI agents — providing feedback that makes them better, stepping in where human judgment and a phone call matter

Requirements

  • Licensed: Active P&C license (or ability to obtain within 30 days)

  • Service Experience: Time in a personal-lines service, retention, or account management seat — you have worked endorsements, billing, and cancellations

  • Closes the Loop: Nothing sits in your queue without a next step and an answer for the customer, and you follow the carrier until it is actually done

  • Customer-First: You actually care about getting people the right coverage, not just off the phone

  • Comfortable with Tech: You do not need to code, but you are comfortable with new tools and AI-assisted workflows

  • Hungry: You want to be early at a company that is going to change an entire industry

  • Nice to Have: Multi-line experience (auto + home/renters), familiarity with carrier portals and comparative raters, or experience at an insurtech

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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