Trellis Company

Insurance

• 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.

Personal Lines Insurance Sales Team Lead