Remote Licensed Insurance Service Advisor - Retention & Revenue
Trellis Technologies
Phoenix, AZ
- Remote job
Trellis Technologies is seeking a Licensed P&C Insurance Service Advisor to deliver exceptional service, support policyholders, and drive renewals and cross-sells from a remote setting across the United States. The role requires 2–3 years in personal lines, active P&C licenses in multiple states, and strong CRM or carrier-system proficiency. You’ll partner with Sales, Training, and Operations to ensure first-rate customer experiences. #J-18808-Ljbffr Trellis Technologies
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Remote Licensed Insurance Service Advisor - Retention & Revenue in Phoenix, AZ vacancy
- Openkrill is seeking a Licensed P&C Insurance Service Advisor (LSA) to deliver exceptional service to policyholders, handle renewals and cross-sell opportunities, and drive revenue through consultative selling. This remote role is open to candidates in most U.S. states...Remote job
- ...independent personal lines insurance agency on a... ...As an Insurance Advisor, you'll work as part... ...your pod's Client Service Advisor, with the... ...Sales Manager on retention — flagging at‑risk... ...Personal Lines insurance license (required); multi-... ..., early‑stage, remote‑first environment...Remote jobContract workLocal areaWork from homeWeekend work
$52.5k
...About the Role The Licensed P&C Insurance Service Advisor (LSA) plays a critical role in... ...powers Trellis’ growth and retention engine. Reporting to the... ...protection. This is a remote position open to... ...reducing churn. Drive revenue through consultative selling...Remote workFull timeShift workWeekend workWeekday work$40k - $60k
...Job Description Job Description Licensed (S7, S66, Insurance) Client & Advisor Success Manager (Bilingual Spanish... ...awareness Compensation Remote (Exceptional): $40,000 – $60,000... ...1-6900 & email ****@*****.*** and cc service@zapatawealth.com...Remote workWork at office$88k
...mission to modernize insurance, making it simpler,... ...to change that. As a remote-first, Toronto-based... ...for a Bilingual Licensed Insurance Advisor to help us build the... ...Maintain high-quality service across phone, email,... ...either the Sales or Retention team, depending on hiring...Remote workFull timeWork at officeWork from home- Licensed Life and Health Insurance Advisor Join to apply for the Licensed Life and Health Insurance... ...Advisor role at MCI Remote Work-at-Home Full-Time MCI... ...policies. Deliver high-quality service to ensure customer satisfaction and retention. Respond to customer inquiries...Remote workFull timeContract workTemporary workCasual workWork at officeLocal areaWork from homeFlexible hours
- ...data to forecast and close renewals. The role emphasizes product knowledge, client problem solving, and professional service with a focus on retention and growth. You will work from home, using your experience in sales and MS Office to communicate effectively and meet...Remote jobWork from home
$40k - $85k
...6Address:VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMOJob... ...Group:Wealth Sales & Service#bmoinsurancePromotes and sells Insurance products and solutions through... ..., referrals and client retention.Follows authorized... ...and/or maintains relevant licenses for the products / market...Remote workContract workPart time- ...the full-time Property and Casualty Licensed Customer Retention Specialist will provide exceptional support... ...of their coverage while working remotely. Key responsibilities Educate and support... ...their policy, delivering exceptional service through inbound calls and emails...Remote workFull time
- Fair Insurance Agency is recruiting a licensed Personal Lines Insurance Agent to join a remote sales team. You will handle inbound opportunities, advise on auto, home, renters, condo, and umbrella policies, and guide clients to suitable coverages. This role emphasizes consultative...Remote job
- The Griffin Agency, Inc. is hiring for an insurance advisor role that works remotely with flexible hours. You will learn licensing and build a career in life, health, and retirement solutions, guiding clients and managing a steady stream of leads. No prior insurance experience...Remote jobFlexible hours
- ...is seeking a high‑energy Sales Advisor to handle inbound calls for auto... ..., motorcycle, and specialty insurance. You will educate customers, uncover... ...with product teams. This is a remote-first role with flexible scheduling and full licensing support. #J-18808-Ljbffr JerryRemote jobFlexible hours
- 100Hires, Inc. is seeking an entry-level Insurance Advisor to work remotely. You will assess client insurance needs, present Life/Health/Retirement... ...build lasting client relationships. We provide step-by-step licensing assistance, comprehensive training, and mentorship, plus...Remote jobFlexible hours
- ...individuals in the Phoenix area to build a career in the insurance industry. No license is required to start; step-by-step guidance through licensing... ...training, mentorship, flexible scheduling, and a remote work opportunity with a commission-based structure and potential...Remote jobFlexible hours
- ...Louis area who want to build a career in life, health, and retirement insurance. No prior licensing is required; we provide step-by-step licensing assistance and comprehensive training, with a remote-work option and flexible scheduling to fit your lifestyle. As a Commission...Remote jobFor contractorsFlexible hours
- ...Inc. is seeking motivated individuals to build a career in the insurance industry. No license is required upfront; we provide step-by-step guidance and training throughout the licensing process. This remote role offers flexible scheduling and a commission-based compensation...Remote jobFlexible hours
$55k - $65k
...Job Title: Insurance Advisor I Pay Information:... ...plan Location: Remote first work environment... .... Our team of service-oriented advisors... ...benchmarks for: Retention Controllable Pend Ratio Revenue goals, Sales... ...Life & Health agent licenses Must have the ability...Remote workFull timeTemporary workWork at officeNight shift- ...The Kenswick Partners is recruiting a licensed Life and Health Insurance Agent on behalf of a client in the United States. This full-time W-2 role offers a set salary, benefits, and remote work arrangements. You will speak with individuals by phone, assess their needs...Remote workFull time
$40k - $160k
A leading insurance firm is looking for Remote Licensed Life Insurance Advisors to work from home anywhere in the U.S. This full-time W2 role offers an earnings potential from $40,000 to $160,000+, along with benefits like health insurance and a robust growth path. Candidates...Remote jobFull timeWork from home- ...About Retention Express Retention Express LLC is a leading, high... ...experience in customer service, with a strong track record of... ...We combine highly trained remote teammates with secure, AI-powered... ...and chat technology to protect revenue, strengthen customer loyalty,...Remote workWork from home
- A leading insurance agency is seeking a Licensed Life Insurance Agent to work remotely and assist families in securing their financial future through personalized insurance solutions. Candidates must have a current Life Insurance License and demonstrate strong communication...Remote job
- ...staffing organization is seeking service-oriented professionals for a customer service role in the insurance industry. Candidates must... ...an active Property & Casualty license and experience in Personal... ...options including hybrid and remote work. Responsibilities include...Remote jobFlexible hours
- Bryant Jones Insurance Agency, Inc in Detroit, Michigan seeks a Licensed Insurance Sales Representative to advise clients, customize plans, and provide exceptional service. This role offers hybrid remote work with base hourly pay and uncapped earning potential. Responsibilities...Remote jobHourly pay
$65k - $150k
Alvarado Financial Solutions seeks Licensed Life Insurance Agents for a remote role focused on retirement planning and wealth growth strategies. You’ll... ...per week with flexibility. As a specialized financial services firm, we prioritize consultative selling and provide extensive...Remote job- A financial services firm in Elk Grove seeks licensed Life Insurance Agents to offer retirement solutions in a fully remote environment. Ideal candidates will have a life insurance license and possess strong communication and sales skills. The role includes conducting virtual...Remote job
- the company is a Canada-based, remote-first digital insurance provider seeking a Bilingual Licensed Insurance Advisor to educate customers and guide them through life, health, and dental options using a digital platform. You’ll handle 300-350 inbound leads monthly, work...Remote job
- A financial services company is seeking licensed Life Insurance Agents to provide retirement solutions remotely. The role involves conducting virtual consultations and educating clients on tailored retirement products. Ideal candidates possess strong sales motivation and...Remote job
- Trellis is seeking a Licensed P&C Insurance Service Advisor (LSA) to deliver high-quality customer experiences. You will handle renewals, changes, and... ...sells with empathy, using multiple carrier platforms. This remote role supports policyholders across most U.S. states. You...Remote job
- A financial solutions provider based in the U.S. is seeking licensed Life Insurance Agents to conduct virtual retirement consultations. You will educate clients on tailored retirement solutions using a proven appointment system, without cold calling. The role offers uncapped...Remote jobFlexible hours
- ...At SkyKey Financial, we believe the best way to use your life insurance license is not for traditional life insurance, but for retirement... ...that actually want to talk to you. Perks: Full training, 100% remote, top-tier compensation, and you only need your life license!...Remote jobFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Licensed Insurance Service Advisor - Retention & Revenue. Be the first to apply!
Related searches
- insurance consultant Phoenix, AZ
- insurance advisor Phoenix, AZ
- nutrition services aide Phoenix, AZ
- transaction services specialist Phoenix, AZ
- client services associate Phoenix, AZ
- support services associate Phoenix, AZ
- service worker Phoenix, AZ
- services specialist Phoenix, AZ
- express service advisor Phoenix, AZ
- internal service advisor Phoenix, AZ



