P&C Insurance Sales Team Lead jobs in United States
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Trellis · 3 weeks ago

P&C Insurance Sales Team Lead

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$70K/yr - $130K/yr
date3+ years exp

Trellis is a tech company transforming the insurance experience with a focus on clarity and customer satisfaction. The P&C Insurance Sales Team Lead will drive revenue by leading a team of agents, coaching them, and ensuring operational excellence in a remote call center environment.

Information TechnologyInsuranceInsurTech

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

Qualification

P&C Insurance expertiseAnalytical mindsetTeam leadershipCoachingMentoringEmpathyPerformance-orientedProcess improvementData analysisCreative problem-solving

Required

3+ years of experience in a similar role
Ability to guide and evaluate P&C decisions
Creative problem-solver excited to contribute to the strategic direction
Analytical mindset with the ability to identify data requirements, analyze data, and review reports
Highly performance-oriented and able to motivate others in a proactive, positive, and firm manner
Strong sense of empathy for agents and customers

Preferred

Experience with early-stage or high-growth tech startups

Benefits

Flexible vacation (yes, actually flexible)
100% employer-paid health insurance for employees
Home office budget to create your perfect setup
Wellness programming, because balance matters
401(k) and HSA contributions, FSAs, bonuses & equity opportunities
Paid parental leave

Company

Trellis

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The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected.
dateFounded in 2019
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.trellisconnect.com

Funding

Current Stage
Early Stage
Total Funding
$17M
Key Investors
Amex VenturesQED Investors
2023-05-01Series Unknown
2022-05-18Series Unknown· $5M
2021-06-03Series A· $12M

Leadership Team

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Daniel Demetri
Founder & CEO
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Recent News

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Amex backs Trellis’ insurance vision
2022-06-02
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American Express Backs Insurtech Trellis
2022-06-02
Company data provided by crunchbase