TrellisUnited States

Personal Lines Insurance Sales Team Lead

About TrellisTrellis is a profitable, fast-growing, Series A start-up backed by leading VC’s like General Catalyst, QED, NYCA, and Amex Ventures.

About Trellis

Trellis is a profitable, fast-growing, Series A start-up backed by leading VC’s like General Catalyst, QED, NYCA, and Amex Ventures.

Join our mission to simplify and automate shopping for home and auto insurance.

Our ML-powered insurance recommendations, and our GenAI-powered conversational interface, enable us to insure everyday Americans faster, cheaper, and smarter.

We’re fully remote. We believe it allows us to find the best talent wherever it is, provide our team with maximum flexibility, and stand out to candidates.

Trellis is led by third-time fintech entrepreneur, Daniel Demetri, who has previously founded multiple fintech and insurtech startups that now operate as publicly-traded companies.

Our Values

  1. Extreme Ownership – We fulfill our promises to each other and to our customers. We own our responsibilities 110%.
  2. Speed – We work quickly and pragmatically. We move fast and get things done.
  3. Craft – We are constantly learning and bettering ourselves and the way we work.
  4. Collaboration – We work transparently, solicit feedback, and leave our egos at the door.
  5. Positivity – We see a cup half-full, focus on the team's potential, and rise to challenges.

The Role

The Sales Team lead is a goal-driven individual focused on driving revenue from prospects interested in various insurance products by leading a team of agents and supporting the day-to-day activity of a remote call center.

Reporting directly to the Director of Sales, the Sales Team Lead will accomplish this by improving agent performance through regular coaching and training, reviewing reports tracking team performance towards rigorous goals, and ensuring operational excellence in the maintenance and execution of daily call center activities.

To be successful, this role will serve as one of the experts on agency decisions and develop their team to use best-in-class sales practices.

What you'll do

  • Serve as an agency expert on PC, 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.

About you

  • You have 3+ years of experience in a similar role.
  • You're an insurance expert with the ability to guide and evaluate PC 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

Trellis is a fantastic place to work

Join a talented, passionate team:

  • Flat, collaborative, transparent culture; get in at the ground floor and be a true business partner
  • Opportunities for growth and development within your role and all areas of the organization
  • 75th-percentile (competitive!) compensation
  • 100% remote work environment
  • Quarterly, fun team bonding events

Trellis additionally offers competitive benefits:

  • Unlimited vacation time
  • 100% employer-paid Platinum-tier health insurance for employee, 65% for dependents
  • Flexible Spending Accounts (FSAs)
  • 401(k) retirement savings plan
  • Bonuses and equity opportunities
  • Budget for home office equipment

Please ensure that you regularly check the email address that you provide during the application process for any updates from potential employers. Your application status, interview invitations, or job offers will be sent via email. Respond promptly to maintain your candidacy.