Personal Lines Insurance Sales Team Lead

Summary

Join Trellis, a fast-growing Series A startup, as a Personal Lines Insurance Sales Team Lead. Lead and mentor a team of remote agents, driving revenue and improving performance through coaching, data analysis, and operational excellence. You will serve as an agency expert on P&C insurance, making high-quality decisions and suggesting process improvements. The ideal candidate has 3+ years of experience in a similar role, is an insurance expert, and possesses strong analytical and problem-solving skills. Trellis offers a fully remote work environment, competitive compensation, and excellent benefits. This role requires working one weekend day per week.

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

*Bonus Points* experience with early-stage or high-growth tech startups

Benefits

• Unlimited vacation time
• 100% employer-paid Platinum-tier health insurance for employee, 65% for dependents
• Flexible Spending Accounts (FSAs)
• 401(k) retirement savings plan
• Bonuses and equity opportunities
• Budget for home office equipment