Licensed Insurance Service Representative

RemoteRemoteFull TimePosted 3 months ago

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Required skills

P&C license
personal-lines service
endorsements
billing
cancellations
policy changes
renewals
retention
carrier escalations
AI collaboration

Nice to have

multi-line experience
carrier portals
comparative raters
insurtech

Role summary

Truvo is seeking a Licensed Insurance Service Representative to manage customer relationships post-sale. This role involves handling policy changes, billing issues, cancellations, and renewals, while collaborating with AI agents. The representative will own the service queue end-to-end, proactively address non-pay warnings and cancellations, review renewals, and manage carrier escalations. The ideal candidate will have an active P&C license, experience in personal-lines service, retention, or account management, and be comfortable with technology and AI-assisted workflows.

Insurance is a $10T market that still runs on phone calls and legacy software. Truvo is building the first autonomous consumer insurance broker with a single goal: enabling Americans to never worry about insurance again.

We work with 50+ (soon 100+) carriers like GEICO, Root and Lemonade to quote, bind, and service policies across auto, home, pet, and more.

Earlier this year we raised our seed from top funds and people like the founders of MongoDB, Wayve, Business Insider, Octopus and Indeed, and are expanding aggressively. We're a small team based in Soho, NYC. This role is remote; we care about winning, not performing.

What you'll do

Own the service queue. Endorsements, address and vehicle changes, driver adds, lienholder and mortgagee updates, ID cards and proof of insurance, end to end.
Save the business. Get ahead of non-pay warnings, cancellations and rate increases. Re-shop across carriers and rewrite coverage before a customer walks.
Run renewals and escalations. Review renewals before they land, catch premium jumps early, and get stuck items unstuck with carrier portals, underwriting and billing.

How we work

AI-native to the bone. You work alongside our AI agents. They take the routine work, you step in where judgment and a phone call matter, and your feedback makes them better.
You own it. Nothing sits in your queue without a next step. You follow the carrier until it's actually done.
Build self-improving systems. When the same problem keeps coming up, fix why it happens, not just the ticket in front of you.

Our company values

Customer obsession. We work directly with everyday Americans as well as the largest insurers in the world.
High integrity and openness. The fundamental quality of a broker is trust.
Work hard, play hard. We take the work seriously but not ourselves.

What you need

An active P&C license. This role works live policies from day one
Experience in a personal-lines service, retention or account management seat: endorsements, billing and cancellations
A drive to get people the right coverage, not just off the phone
Comfort with new tools and AI-assisted workflows. No coding needed
Bonus: multi-line experience (auto plus home or renters), carrier portals and comparative raters, or an insurtech background

Process

A few short conversations, then an offer. We move fast.

Ready to apply?

You'll be redirected to Truvo's application page.