Insurance Sales Agent (Remote)

About the Role

The Licensed P&C Insurance Service Advisor (LSA) plays a critical role in delivering the high-quality customer experience that powers Trellis’ growth and retention engine. Reporting to the Customer Service Manager, LSAs are trusted advisors who combine empathy, technical expertise, and sales acumen to build lifelong customer relationships.

You’ll handle a variety of complex service interactions - from coverage changes and billing questions to renewals, cross-sells, and policy rewrites - all while ensuring each customer feels informed, valued, and confident in their protection.

This is a remote position open to candidates in most U.S. states (with the exception of California and New York).

In this role, you will

• Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
• Retain and grow customers by managing renewals, identifying at-risk accounts, and presenting competitive solutions that maintain coverage while reducing churn.
• Drive revenue through consultative selling, quoting and binding additional lines of coverage or improved renewal options for existing customers using multiple carrier platforms.
• Interpret and analyze policies, endorsements, and reports to make informed, compliant decisions that protect the customer and the agency.
• Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs and consistent, high-quality experiences.
• Master our technology systems, including CRM tools, comparative raters, and carrier portals for major insurers such as Progressive, Geico, National General, Safeco and Bristol West.
• Champion efficiency and accuracy, leveraging automation and data to improve workflows and performance metrics.

What You Bring to the Table

• Experienced advisor: 2-3 years of personal lines insurance experience in a service, retention, or sales support role.
• Licensing: actively hold a Property and Casualty or Personal Lines license in at least 10 states
• Retention-focused mindset: Proven success preventing cancellations, rewriting business, and cross-selling additional products.
• Exceptional communicator: Clear, confident, and empathetic - capable of building trust quickly and simplifying complex insurance concepts.
• Tech-forward and analytical: Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes.
• Self-directed operator: Detail-oriented, organized, and capable of performing high-quality work with limited oversight.
• Change champion: Comfortable in a fast-paced, evolving startup environment - eager to learn new systems and processes quickly to hit goals.

Variable compensation based on performance

• Base salary starting at $40k
• Uncapped bonuses for rewriting and cross-selling insurance products for existing customers. 
  • Earn 4% commission of total written premiums, uncapped!
  • $400 bonus based on Metric attainment
  • Bonuses available for putting in extra hours
  • Room for career advancement 

Our team operates 7 days a week, from 9 AM to 9 PM ET on weekdays and 9 AM to 6 PM ET on weekends. To best serve our customers, this team member will work at least one weekend day per week (Tues - Sat OR Sun - Thurs) and at least one closing shift per week (12 PM - 9 PM ET). Our team members enjoy two days off to rest and recharge.

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.

Why Trellis? Because life’s too short for boring jobs.

We’re a team of builders, dreamers, and doers reshaping an industry that touches every household in America. At Trellis, you’ll have real ownership, meaningful impact, and the chance to grow alongside a company that’s scaling fast.

Here’s what makes Trellis an incredible place to build your career:

• A flat, transparent culture where your voice actually matters

• Ground-floor opportunity with room to stretch and grow 

• Compensation at the 75th+ percentile 

• 100% remote... work from wherever you do your best thinking (In the US or Canada, that is)

• Quarterly team events that keep our fully remote culture connected and fun

And yes, the perks are pretty great too:

• Flexible vacation (seriously, we want you to take it)

• 100% employer-paid health insurance for employees (65% for dependents)

• Home office budget to set up your perfect workspace

• ‍ Wellness events throughout the year, because we believe in investing in the full human, not just the employee

• Automatic 401(k) contribution, FSAs, bonuses, and equity opportunities to invest in your future

• Paid parental leave

 If you’re looking for a place where you can do the best work of your career, while building something that actually matters, we’d love to meet you.