Personal Lines Insurance Sales Team Lead

Summary

Join Trellis, a reimagined insurance agency, as a Personal Lines Insurance Sales Team Lead. Lead and mentor a team of remote agents, driving revenue and improving performance through coaching, training, and data analysis. Serve as an agency expert on P&C insurance, making high-quality decisions and suggesting process improvements. Review agent performance reports, analyze data, and adjust operations to meet demands. Foster a culture of accountability and results while ensuring operational excellence in the daily call center activities. This role requires 3+ years of experience in a similar role and expertise in P&C insurance. The ideal candidate is a creative problem-solver, highly performance-oriented, and empathetic.

Requirements

• You have 3+ years of experience in a similar role
• You're an insurance expert with the ability to guide and evaluate P&C decisions
• You're a creative problem-solver who’s excited to contribute to the strategic direction and dive in wherever necessary to achieve goals
• You have an analytical mindset with the ability to identify data requirements, analyze data, and review reports
• You're highly performance-oriented and able to motivate others in a proactive, positive, and firm manner
• You have a strong sense of empathy for agents and customers

Responsibilities

• Serve as an agency expert on P&C, ensuring that decisions are of high quality
• Proactively seek and suggest ways to improve internal processes and results program-wide, from selling techniques to closing customers
• Review reports that portray individual agent performance and sales results; analyzing data to evaluate your team and inform operational changes
• Regularly coach and mentor a growing team of agents to achieve quotas, while fostering a culture of accountability and results
• Monitor the day-to-day inquiry volume, agent schedule and adherence, while proactively adjusting and flexing to support demand

Preferred Qualifications

Experience with early-stage or high-growth tech startups

Benefits

Our agency operates 7 days a week, from 8 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