Trellis Technologies - P&C Insurance Sales Team Lead
Requirements
• You have 3+ years of experience in a similar role. • You have at least one active P&C or Personal Lines state license. • 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 9 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. This role can expect to work at least one, if not more, closing shifts per week (12pm-9pm ET) as well. We’ll work together during the interview process to find a schedule that aligns with your needs and our customers’ experience. • Why Trellis? Because you deserve a career that’s exciting, meaningful, and surrounded by people who lift you up. • We’re a group of curious, mission-driven humans rewriting the insurance experience and having a lot of fun along the way. At Trellis, you’ll make a real impact on a product millions rely on, and grow alongside a company that’s scaling fast. • What sets Trellis apart: • ✨ A transparent, collaborative culture where ideas win, not titles🚀 Big opportunities to take ownership and chart your growth💰 Competitive compensation (75th+ percentile)🏡 Fully remote across the US & Canada🎉 Quarterly virtual and/or in-person events that keep us connected • Plus, the benefits are built to support your whole life: • Plus, the benefits are built to support your • whole • life: • 🌴 Flexible vacation (yes, actually flexible)🩺 Health insurance starts day one • 🧘 Wellness programming, because balance matters💸 401(k) and HSA contributions, FSAs, bonuses & equity opportunities🐣 Paid parental leave • 👉 If you want a role where you’ll grow, be trusted, and build something that genuinely improves people’s lives, Trellis is the place. Join us. • If you want a role where you’ll grow, be trusted, and build something that genuinely improves people’s lives, Trellis is the place. Join us.
Responsibilities
• 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.
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