Licensed Insurance Service Representative
- Role
- Support
- Employment
- Full-time
- Company size
- Startup
Open to US only. Set where you work from to check your eligibility.
No BS summary
Licensed insurance service representative needed to manage post-sale customer relationships, including policy changes, billing, and renewals. Must have an active P&C license and experience in personal-lines service, retention, or account management. Comfortable with technology and AI-assisted workflows is required.
Required skills
Optional skills
At Truvo, we are building a fully autonomous consumer insurance broker — saving the average household hundreds of dollars on insurance while better protecting people for the worst moments in their lives. We are rewiring a trillion-dollar industry that still runs on phone calls, fax machines, and legacy carrier systems. We raised our seed, built a best-in-class AI-native broker platform with AI agents that quote, bind, and service policies autonomously, and are scaling an exceptional team.
We are looking for a Licensed Insurance Service Representative to own the customer relationship after the sale — handling policy changes, billing and cancellation issues, and renewals, and helping shape how AI and humans work together to deliver a service experience that has never existed before.
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 — this role works live policies from day one
- 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
What you'll do
- Owning the service queue end to end — endorsements, address and vehicle changes, driver adds, lienholder and mortgagee updates, ID cards and proof of insurance
- Getting ahead of non-pay warnings, cancellations, and rate increases — re-shopping across carriers and rewriting coverage before a customer walks
- Reviewing renewals before they land, catching premium jumps early, and turning routine touchpoints into cross-sells
- Being the person who gets a stuck item unstuck — carrier portals, underwriting, and billing departments
- Working alongside our AI agents — providing feedback that makes them better, stepping in where human judgment and a phone call matter
What they require
- Active P&C license — this role works live policies from day one
- Time in a personal-lines service, retention, or account management seat — you have worked endorsements, billing, and cancellations
- 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
- You actually care about getting people the right coverage, not just off the phone
- You do not need to code, but you are comfortable with new tools and AI-assisted workflows
- You want to be early at a company that is going to change an entire industry
Benefits
- Offers Commission
- Offers Bonus
At Truvo, we are building a fully autonomous consumer insurance broker — saving the average household hundreds of dollars on insurance while better protecting people for the worst moments in their lives. We are rewiring a trillion-dollar industry that still runs on phone calls, fax machines, and legacy carrier systems. We raised our seed, built a best-in-class AI-native broker platform with AI agents that quote, bind, and service policies autonomously, and are scaling an exceptional team.