Trellis · 1 day ago
P&C Insurance Service Team Lead
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $71K/yr
3+ years expTrellis is a tech company transforming the insurance experience, and they are seeking a Service Team Lead to drive customer service outcomes by leading a high-performing remote service team. The role involves coaching agents, monitoring performance, and ensuring operational excellence in a call center environment.
Information TechnologyInsuranceInsurTech
Responsibilities
Serve as an agency expert on P&C, ensuring that decisions are of high quality
Review reports that portray individual agent performance and service results; analyzing data to evaluate your team and inform operational changes
Regularly coach and mentor a team of 8-10 agents to achieve exceptional customer experiences, 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
Proactively seek and suggest ways to improve internal processes and results program-wide, from cross-selling/upselling techniques to exceptional customer experiences
Qualification
Required
3+ years of experience in a service leadership role
ability to guide and evaluate P&C decisions
at least one active P&C or Personal Lines Insurance License
creative problem-solver who's 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
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
H1B Sponsorship
Trellis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2020 (2)
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
Company data provided by crunchbase