Stavvy

Personal Lines Sales Agent

Remote

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries

Personal Lines Insurance Sales Agent

Position Overview

At Trellis, we are reimagining how insurance is bought and sold through a platform built on innovation, data, and automation. As a Personal Lines Insurance Sales Agent, you will play a key role on a high-performing team, helping customers across the country find personalized coverage through a wide network of over 80 insurance carriers. This is a fully remote position open to candidates in most U.S. states (excluding California).

Uncapped Earning Potential

  • Base salary plus generous commissions for every sale above your monthly floor.
  • Exciting bonuses including contests, high-premium incentives, and elite sales clubs.
  • Top performers consistently earn $100K+, with some breaking $160K.
  • $2,500 Sign-on Bonus:
    • $500 with your first paycheck
    • $2,000 after 90 days
    • Sign-on bonus eligibility varies based on active Property & Casualty or Personal Lines licenses at time of hire.

Responsibilities

  • Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more, meeting real customer needs.
  • Own the full sales cycle across phone, text, and email, connecting with customers on their preferred channel for a seamless, personalized experience.
  • Access 80+ insurance carriers to find the best-fit policies for each customer.
  • Leverage AI-powered tools and technology to streamline workflow, maximize impact, and boost earnings.
  • Close 60+ policies per month with warm, inbound leads (no cold calling).

Requirements

  • 10+ Active Property & Casualty or Personal Lines state licenses.
  • 2+ years of Personal Lines Insurance Sales experience.
  • Experience in a contact center environment offering multiple carriers.
  • Proven track record of hitting or exceeding quotas in a high-volume, fast-paced environment.
  • Excellent communication skills (phone and written).
  • Tech-savvy, motivated, and adaptable.

Work Schedule

Our agency operates 7 days a week, from 8 AM to 9 PM ET. Team members work one weekend day per week and enjoy two days off. We will work with you during the interview process to find a schedule that aligns with your needs and our customers' experience.

Company Information

Trellis is 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.

Skills

Sales
Insurance
Property & Casualty License
Personal Lines License
Customer Service
Communication
AI Tools
CRM

Stavvy

Digitizes mortgage processes with digital tools

About Stavvy

Stavvy transforms the mortgage industry by digitizing and streamlining workflows that have traditionally relied on paper. The company provides a range of digital tools, including eSignatures, remote notarization, and secure communication portals, which help mortgage professionals and financial institutions improve efficiency and reduce the need for physical documents. Stavvy operates on a subscription-based model, allowing clients to access its platform and tools for a fee. Additionally, the company partners with other organizations, like Guaranteed Rate, to expand the reach of its eClosing technology. Stavvy's goal is to modernize the mortgage process, making it more efficient and accessible for everyone involved.

Boston, MassachusettsHeadquarters
2018Year Founded
$40.4MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Risks

Competition from fintech companies offering similar solutions could erode Stavvy's market share.
Rapid technological advancements may strain Stavvy's financial resources for continuous R&D investment.
Integration challenges from acquisitions like SigniaDocs and Brace may distract from core operations.

Differentiation

Stavvy offers a fully-integrated digital mortgage vendor platform, enhancing communication and data access.
The company provides eSignatures and remote notarization, streamlining traditionally paper-based workflows.
Stavvy's strategic partnerships, like with Guaranteed Rate, expand its eClosing technology reach.

Upsides

Increased remote work adoption boosts demand for Stavvy's remote notarization and eClosing capabilities.
AI integration in digital mortgage platforms enhances document processing and risk assessment.
Regulatory support for digital notarization facilitates Stavvy's service adoption across states.

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