[Hiring] Personal Lines Insurance Sales Team Lead @Trellis
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Role Description
At Trellis, we’re not your typical agency, we’re reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. The Personal Lines Insurance Sales Team Lead is a goal-driven individual focused on driving revenue from prospects interested in various insurance products by leading a team of agents and supporting the day-to-day activity of a remote call center.
Reporting directly to the Director of Sales, this leader will accomplish this by:
• Improving agent performance through regular coaching and training
• Reviewing reports tracking team performance towards rigorous goals
• Ensuring operational excellence in the maintenance and execution of daily call center activities
To be successful, this role will serve as one of the experts on agency decisions and develop their team to use best-in-class sales practices.
What You'll Do:
• 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
Qualifications
• 3+ years of experience in a similar role
• Insurance expert with the 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
Requirements
• *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
Apply Now
Apply Now
Role Description
At Trellis, we’re not your typical agency, we’re reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. The Personal Lines Insurance Sales Team Lead is a goal-driven individual focused on driving revenue from prospects interested in various insurance products by leading a team of agents and supporting the day-to-day activity of a remote call center.
Reporting directly to the Director of Sales, this leader will accomplish this by:
• Improving agent performance through regular coaching and training
• Reviewing reports tracking team performance towards rigorous goals
• Ensuring operational excellence in the maintenance and execution of daily call center activities
To be successful, this role will serve as one of the experts on agency decisions and develop their team to use best-in-class sales practices.
What You'll Do:
• 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
Qualifications
• 3+ years of experience in a similar role
• Insurance expert with the 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
Requirements
• *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
Apply Now
Apply Now