Gen Digital Inc.
Licensed Service Advisor
USA - Remote · Mid
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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.
- 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.
Responsibilities
- Deliver exceptional service to existing and prospective policyholders via phone, email, and SMS - ensuring prompt, accurate, and personable support on every interaction.
- Partner cross-functionally with Sales, Training, and Operations teams to create smooth handoffs and consistent, high-quality experiences.
- Reporting to the Customer Service Manager, LSAs are trusted advisors who combine empathy, technical expertise, and sales acumen to build lifelong customer relationships.
Requirements
- Retention-focused mindset: Proven success preventing cancellations, rewriting business, and cross-selling additional products.
- Tech-forward and analytical: Highly proficient in navigating multiple carrier systems and CRMs, with an ability to interpret data to improve outcomes.
- 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
- Exceptional communicator: Clear, confident, and empathetic - capable of building trust quickly and simplifying complex insurance concepts.
- 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.
- Base salary starting at $52,500
- 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
Compensation
- Base salary starting at $52,500
Benefits
- 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.
Company info
- To best serve our customers, this team member will work (Mon - Fri OR Sun - Thurs) and at least one closing shift per week (12 PM - 9 PM ET).
This listing is sourced directly from Gen Digital Inc.'s careers page and normalized into a canonical job model.