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 through coaching, training, and performance monitoring. Improve internal processes and sales techniques. Analyze data to inform operational changes and ensure operational excellence in the daily call center activities. Serve as an agency expert on P&C insurance decisions. This role requires 3+ years of experience in a similar role and expertise in P&C insurance. Trellis offers a fully remote work environment, competitive compensation, and benefits including unlimited vacation time, 100% employer-paid Platinum-tier health insurance, and more.

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