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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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
More about this 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.
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,...
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