Personal Lines Insurance Sales Team Lead
Trellis Company
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- 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.
Requirements
- 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
Benefits
- Flexible vacation (seriously, we want you to take it)
- 100% employer-paid health insurance for employees (65% for dependents)
- Home office budget to set up your perfect workspace
- Wellness events throughout the year, because we believe in investing in the full human, not just the employee
- Automatic 401(k) contribution, FSAs, bonuses, and equity opportunities to invest in your future
- Paid parental leave
- Quarterly team events that keep our fully remote culture connected and fun
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
P&C insurancedata analysisreport evaluationsales techniquescoachingmentoringperformance evaluationquota achievementprocess improvementstrategic direction
Soft skills
problem-solvinganalytical mindsetmotivationempathyaccountabilitycreativitycommunicationleadershipflexibilitypositivity