Personal Lines Sales Agent

Gen Digital
United States
RemoteCareer-pivot friendly

Who this role is best for

Candidates with sales experience in personal lines insurance and a preference for remote work will find this role's uncapped earning potential and tech-driven approach appealing.

Best fit for

  • Candidates with experience in contact centers and multiple insurance carriers will align well with the role's expectations.
    — “Experience in a contact center environment that offers multiple carriers”
  • Individuals with a proven ability to exceed sales quotas in high-volume settings will thrive in this performance-driven role.
    — “Proven track record of hitting or exceeding quotas in a high volume, fast-paced environment”
  • Professionals who are comfortable using AI tools and adapting to new technologies will stand out in this innovation-focused agency.
    — “Tech-savvy, motivated, and always ready to adapt”

Things to consider

  • The role requires a one-day-per-week weekend commitment for team members to maintain customer service standards.
    — “work one weekend day per week and enjoy two days off”
  • This position is limited to candidates in most U.S. states, excluding some remote regions.
    — “This isn’t just a sales role, it’s your opportunity to thrive in a fast-moving, fully remote environment”

How to stand out

  • Emphasize your ability to meet customer needs through personalized solutions in your resume and interviews.
    — “meeting real customer needs every day”
  • Highlight your experience with multi-carrier platforms and how you leverage them to find optimal coverage.
    — “Access 80+ insurance carriers to find the best-fit policies for each customer”
  • Demonstrate your comfort with AI tools and how you use them to streamline sales processes.
    — “Leverage AI-powered tools and tech - streamline your workflow to maximize your impact and boost your earnings”
Pace · Fast PacedCollaboration · LowAutonomy · HighDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Sold personal lines insurance products
  • Met or exceeded sales quotas
Typical background
Insurance SalesCustomer Service

Skills & requirements

Required

Insurance SalesCustomer ServiceSales Cycle ManagementCommunication SkillsSales Tools

Preferred

Cold CallingNegotiation Skills

Stack & domain

SalesInsuranceLeadershipCommunicationFinance

About the role

Original posting from Gen Digital via Ashby

ABOUT THE ROLE

At Trellis, we’re not your typical agency, we’re reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. As a Personal Lines Insurance Sales Agent, you’ll 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 isn’t just a sales role, it’s your opportunity to thrive in a fast-moving, fully remote environment where cutting-edge technology meets real human impact. We celebrate performance, reward initiative, and create clear pathways for growth.

This is a remote position open to candidates in most U.S. states.

UNCAPPED EARNING POTENTIAL

The formula is simple: more sales = more income.

  • 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+ - some break $160K

WHAT YOU’LL DO

  • Sell a broad range of personal lines insurance products including Auto, Homeowners, Renters, Flood, and more - meeting real customer needs every day
  • Own the full sales cycle across phone, text, and email - connecting with customers on their preferred channel to create a seamless, personalized experience
  • Access 80+ insurance carriers to find the best-fit policies for each customer - no one-size-fits-all options here
  • Leverage AI-powered tools and tech - streamline your workflow to maximize your impact and boost your earnings
  • Close 60+ policies/ month with warm, inbound leads - no cold calling, just real conversations with real customers

WHAT YOU BRING TO THE TABLE

  • At least one active Property & Casualty or Personal Lines state license
  • 2+ years of Personal Lines Insurance Sales experience
  • Experience in a contact center environment that offers 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 always ready to adapt

Our agency operates 7 days a week, from 9 AM to 9 PM ET. To best serve our customers, team members work one weekend day per week and enjoy two days off to rest and recharge. We’ll work together during the interview process to find a schedule that aligns with your needs and our customers’ experience.

Source: Gen Digital careers (Ashby)

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