Licensed Service Advisor

Job Description

Job Description

Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. We're reimagining how people shop for home and auto insurance, using smart technology to make something historically painful feel refreshingly easy.

Every day, we help people save time, money, and unnecessary headaches. Behind the scenes, our fully remote team moves fast, owns their craft, and builds products that genuinely make life better.

Led by a three-time fintech founder with a proven track record of going big, we're building something special, and we're just getting started.

If you're hungry to make an impact and love solving complex problems with a scrappy crew, you'll love it here.

About the Role

The Licensed 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.

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

Variable compensation based on performance

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 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

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

👉 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.