Trellis · 21 hours ago
Personal Lines Insurance Sales Team Lead
United States
Full-time
Remote
Mid Level
$70K/yr - $130K/yr
3+ years expTrellis is reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. The Personal Lines Insurance Sales Team Lead will drive revenue by leading a team of agents in a remote call center, focusing on improving agent performance and ensuring operational excellence.
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
Required
3+ years of experience in a similar role
Insurance expert with the ability to guide and evaluate P&C decisions
Creative problem-solver who's excited to contribute to the strategic direction and dive in wherever necessary to achieve goals
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
Company
Trellis
The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$17MKey Investors
Amex VenturesQED Investors
2023-05-01Series Unknown
2022-05-18Series Unknown· $5M
2021-06-03Series A· $12M
Leadership Team
Daniel Demetri
Founder & CEO
Recent News
fintech.global
2022-06-02
Crowdfund Insider
2022-06-02
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