Licensed Insurance Service Representative
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Key skills for this role
Key Skills for This Role
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Your Day to Day at Truvo
Policy Servicing: Owning the service queue end to end — endorsements, address and vehicle changes, driver adds, lienholder and mortgagee updates, ID cards and proof of insurance
Saving Business: Getting ahead of non-pay warnings, cancellations, and rate increases — re-shopping across carriers and rewriting coverage before a customer walks
Renewals and Retention: Reviewing renewals before they land, catching premium jumps early, and turning routine touchpoints into cross-sells
Carrier Escalations: Being the person who gets a stuck item unstuck — carrier portals, underwriting, and billing departments
AI Collaboration: Working alongside our AI agents — providing feedback that makes them better, stepping in where human judgment and a phone call matter
Requirements
- Licensed: Active P&C license (or ability to obtain within 30 days)
- Service Experience: Time in a personal-lines service, retention, or account management seat — you have worked endorsements, billing, and cancellations
- Closes the Loop: Nothing sits in your queue without a next step and an answer for the customer, and you follow the carrier until it is actually done
- Customer-First: You actually care about getting people the right coverage, not just off the phone
- Comfortable with Tech: You do not need to code, but you are comfortable with new tools and AI-assisted workflows
- Hungry: You want to be early at a company that is going to change an entire industry
- Nice to Have: Multi-line experience (auto + home/renters), familiarity with carrier portals and comparative raters, or experience at an insurtech
About Truvo
AI-native consumer insurance brokerage platform.
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