Personal Lines Insurance Sales Team Lead

Summary

Join Trellis, a fast-growing Series A startup, as a Sales Team Lead. In this role, you will lead and mentor a team of remote insurance agents, driving revenue and improving agent performance. You will leverage your insurance expertise and analytical skills to analyze data, coach agents, and optimize call center operations. This position requires 3+ years of experience in a similar role and a strong understanding of P&C insurance. Trellis offers a fully remote work environment, competitive compensation, and excellent benefits, including unlimited vacation time and platinum-tier health insurance.

Requirements

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

Have experience with early-stage or high-growth tech startups

Benefits

• Flat, collaborative, transparent culture; get in at the ground floor and be a true business partner
• Opportunities for growth and development within your role and all areas of the organization
• 75th-percentile (competitive!) compensation
• 100% remote work environment
• Quarterly, fun team bonding events
• Unlimited vacation time
• 100% employer-paid Platinum-tier health insurance for employee, 60% for dependents
• Flexible Spending Accounts (FSAs)
• 401(k) retirement savings plan
• Bonuses and equity opportunities
• Budget for home office equipment