Personal Lines Insurance Sales Team Lead

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Mid level
Fintech • Insurance • Software
The Role
The Sales Team Lead will drive revenue by leading a remote team of agents focused on home and auto insurance sales. Responsibilities include improving agent performance, analyzing sales data, coaching team members, and optimizing daily operations in a call center environment.
Summary Generated by Built In
About Trellis

Trellis is a profitable, fast-growing, Series A start-up backed by leading VC’s like General Catalyst, QED, NYCA, and Amex Ventures.

Join our mission to simplify and automate shopping for home and auto insurance.

Our ML-powered insurance recommendations, and our GenAI-powered conversational interface, enable us to insure everyday Americans faster, cheaper, and smarter.

We’re fully remote. We believe it allows us to find the best talent wherever it is, provide our team with maximum flexibility, and stand out to candidates.

Trellis is led by third-time fintech entrepreneur, Daniel Demetri, who has previously founded multiple fintech and insurtech startups that now operate as publicly-traded companies.

Our Values

  1. Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
  2. Speed – We work quickly and pragmatically. We move fast and get things done.
  3. Craft – We are constantly learning and bettering ourselves and the way we work.
  4. Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
  5. Positivity – We see a cup half-full, focus on the team's potential, and rise to challenges.

The Role

The 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, the Sales Team Lead will accomplish this by improving agent performance through regular coaching and training, reviewing reports tracking team performance towards rigorous goals, and 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.

About you

  • 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.
  • *Bonus Points* experience with early-stage or high-growth tech startups
Trellis is a fantastic place to work

Join a talented, passionate team:

  • Flat, collaborative, transparent culture; get in at the ground floor and be a true business partner
  • Opportunities for growth and development within your role and all areas of the organization
  • 75th-percentile (competitive!) compensation
  • 100% remote work environment
  • Quarterly, fun team bonding events


Trellis additionally offers competitive benefits:

  • Unlimited vacation time
  • 100% employer-paid Platinum-tier health insurance for employee, 60% for dependents
  • Flexible Spending Accounts (FSAs)
  • 401(k) retirement savings plan
  • Bonuses and equity opportunities
  • Budget for home office equipment
The Company
HQ: San Francisco, CA
56 Employees
On-site Workplace
Year Founded: 2019

What We Do

We believe consumer financial services should automatically work in concert to support personal purpose, meaning, and well-being.

Our mission is to unlock the full value of the data in consumers' personal insurance accounts.

Today, Trellis provides the leading technology and services platform for helping consumers to access their insurance information and to use it for making their lives better.

Trellis is a fully-remote US company backed by top venture investors including General Catalyst, QED Investors, and NYCA Partners.

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