Personal Lines Insurance Sales Team Lead

Savvy; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading agency is seeking a Personal Lines Insurance Sales Team Lead to drive revenue and support a remote call center team. This role involves coaching agents, analyzing performance data, and improving internal processes. The ideal candidate will have 3+ years of experience in insurance sales and a strong analytical mindset.

Qualifications

• 3+ years of experience in a similar role.
• Insurance expertise in P&C decisions.
• Ability to analyze data and review reports.

Responsibilities

• Lead a team of agents and improve performance.
• Review reports and analyze data for operational changes.
• Coach and mentor agents to achieve quotas.

Skills

Analytical mindset

Creative problem-solving

Empathy

Motivation

Job description

Remote

About The Role

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, 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.

What You Bring to the Table

• 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

Our agency operates 7 days a week, from 8 AM to 9 PM ET. To best serve our customers, team members work one weekend day per week and enjoy two days off to rest and recharge. We’ll work together during the interview process to find a schedule that aligns with your needs and our customers’ experience.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries.

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Our agency operates 7 days a week, from 8 AM to 9 PM ET. To best serve our customers, team members work one weekend day per week and enjoy two days off to rest and recharge. We’ll work together during the interview process to find a schedule that aligns with your needs and our customers’ experience.