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Personal Lines Sales Agent

Role overview

Qualifications

  • At least one active Property Casualty or Personal Lines state license
  • 2+ years of Personal Lines Insurance Sales experience
  • Experience in a contact center environment that offers multiple carriers
  • Excellent communication skills - phone and written

Responsibilities

  • Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more
  • Own the full sales cycle across phone, text, and email
  • Access 80+ insurance carriers to find the best-fit policies for each customer
  • Close 60+ policies/month with warm, inbound leads

Key facts

  • Remote from: Arizona (USA)
  • Full time
  • Mid-level (2-5 years)
  • English

Other skills

  • Communication
  • Adaptability

About the company

Trellis logo

Trellis

Computer Software / SaaS

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.

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

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Job description

About Trellis

Trellis is rewriting the insurance experience from the inside out. We’re the tech company behind Savvy, our licensed insurance agency, and we’re bringing clarity and ease to a space known for… the opposite. With powerful tools, clean design, and a customer-first mindset, we’re making insurance shopping refreshingly effortless.

We’re a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. As a remote-first team, we move quickly, experiment boldly, and build with intention.

If you’re craving meaningful impact, energized by ambiguity, and are ready to build alongside exceptional teammates, you’re going to love doing your best work at Trellis.

About the Role

At Trellis, we’re not your typical agency, we’re reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. As a Personal Lines Insurance Sales Agent, you’ll play a key role on a high-performing team, helping customers across the country find personalized coverage through a wide network of over 80 insurance carriers.

This isn’t just a sales role, it’s your opportunity to thrive in a fast-moving, fully remote environment where cutting-edge technology meets real human impact. We celebrate performance, reward initiative, and create clear pathways for growth.

This is a remote position open to candidates in most U.S. states.

 

Uncapped Earning Potential

The formula is simple: more sales = more income.

  • Base salary plus generous commissions for every sale above your monthly floor

  • Exciting bonuses including contests, high-premium incentives, and elite sales clubs

  • Top performers consistently earn $100K+ - some break $160K

What You’ll Do

  • Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more - meeting real customer needs every day

  • Own the full sales cycle across phone, text, and email - connecting with customers on their preferred channel to create a seamless, personalized experience

  • Access 80+ insurance carriers to find the best-fit policies for each customer - no one-size-fits-all options here

  • Leverage AI-powered tools and tech - streamline your workflow to maximize your impact and boost your earnings

  • Close 60+ policies/ month with warm, inbound leads - no cold calling, just real conversations with real customers

What You Bring to the Table

  • At least one active Property & Casualty or Personal Lines state license

  • 2+ years of Personal Lines Insurance Sales experience

  • Experience in a contact center environment that offers multiple carriers

  • Proven track record of hitting or exceeding quotas in a high volume, fast-paced environment

  • Excellent communication skills - phone and written

  • Tech-savvy, motivated, and always ready to adapt

Our agency operates 7 days a week, from 9 AM to 9 PM ET. To best serve our customers, team members work one weekend day per week and enjoy two days off to rest and recharge. We’ll work together during the interview process to find a schedule that aligns with your needs and our customers’ experience.

Why Trellis? Because you deserve a career that’s exciting, meaningful, and surrounded by people who lift you up.

We’re a group of curious, mission-driven humans rewriting the insurance experience and having a lot of fun along the way. At Trellis, you’ll make a real impact on a product millions rely on, and grow alongside a company that’s scaling fast.

What sets Trellis apart:

✨ A transparent, collaborative culture where ideas win, not titles
🚀 Big opportunities to take ownership and chart your growth
💰 Competitive compensation (75th+ percentile)
🏡 Fully remote across the US & Canada
🎉 Quarterly virtual and/or in-person events that keep us connected

Plus, the benefits are built to support your whole life:

🌴 Flexible vacation (yes, actually flexible)
🩺 Health insurance starts day one

🧘 Wellness programming, because balance matters
💸 401(k) and HSA contributions, FSAs, bonuses & equity opportunities
🐣 Paid parental leave

👉 If you want a role where you’ll grow, be trusted, and build something that genuinely improves people’s lives, Trellis is the place. Join us.

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

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MR

Marcus Rivera

Chief Revenue Officer

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