Jerry

Team Lead, Insurance Sales

Jerry

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • Build a culture of excellence by conducting call audits, tracking key metrics, and providing rigorous monthly coaching for talent development.
  • Manage the daily operations of your squad, including scheduling, performance reviews, and onboarding new high-caliber hires.
  • Provide direct feedback to Product Managers and Engineering to enhance our internal SOPs, GenAI tools, and the Jerry app experience.
  • Lead by example by hopping on the front lines, simplifying jargon, preparing quotes, and binding policies to stay sharp on the customer experience.
  • Collaborate across insurance operations to identify gaps in coverage and find ways to increase new business policy sales and customer retention.

Requirements

  • 3+ years of experience in personal lines insurance sales or a high-volume contact center environment.
  • Demonstrated experience in a leadership or "player-coach" capacity (Team Lead, Senior Rep, or Manager).
  • Active Property & Casualty (P&C) license is required (or willingness to obtain one quickly).
  • Strong technical aptitude and comfort with CRM tools and omni-channel communication platforms.
Benefits
  • health, dental, and vision coverage
  • paid time off
  • paid parental leave
  • 401(K) plan with employer matching
  • wellness benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
call auditsperformance reviewsonboardingcustomer experiencesalescoachingmetrics trackinggap analysispolicy bindingGenAI tools
Soft Skills
leadershipcommunicationcollaborationfeedbacktalent developmentsimplifying jargoncustomer retentionteam managementproblem-solvingadaptability
Certifications
Property & Casualty (P&C) license