Trellis

P&C Insurance Service Team Lead

Trellis

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $65,000 - $71,000 per year

Job Level

Senior

About the role

  • Serve as an agency expert on P&C, ensuring that decisions are of high quality.
  • Review reports that portray individual agent performance and service results; analyzing data to evaluate your team and inform operational changes.
  • Regularly coach and mentor a team of 8-10 agents to achieve exceptional customer experiences, 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.
  • Proactively seek and suggest ways to improve internal processes and results program-wide, from cross-selling/upselling techniques to exceptional customer experiences.

Requirements

  • 3+ years of experience in a service leadership role.
  • You're an insurance expert with the ability to guide and evaluate P&C decisions.
  • You have at least one active P&C or Personal Lines Insurance License.
  • 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 (yes, *actually* flexible)
  • 100% employer-paid health insurance for employees
  • Home office budget to create your perfect setup
  • Wellness programming, because balance matters
  • 401(k) and HSA contributions, FSAs, bonuses & equity opportunities
  • Paid parental leave
Applicant Tracking System Keywords

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

Hard Skills & Tools
data analysisreport evaluationcross-selling techniquesupselling techniques
Soft Skills
coachingmentoringproblem-solvingperformance orientationempathy
Certifications
P&C Insurance LicensePersonal Lines Insurance License