P&C Insurance Sales Team Lead
New
T
TrellisInsurTech
Fully remote across the US & Canada, 9 AM to 9 PM ETFull-TimeLead
SalaryCompetitive compensation (75th+ percentile)
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Job Details
- Experience
- 3+ years of experience in a similar role
- Required Skills
- Data Analysis
Requirements
- 3+ years of experience in a similar role.
- At least one active P&C or Personal Lines state license.
- Insurance expertise with the ability to guide and evaluate P&C decisions.
- Analytical mindset with the ability to identify data requirements, analyze data, and review reports.
- Highly performance-oriented with the ability to motivate others.
- Strong sense of empathy for agents and customers.
- Ability to work one weekend day per week.
- Ability to work at least one closing shift (12pm-9pm ET) per week.
- Creative problem-solving skills.
- Experience with early-stage or high-growth tech startups is a plus.
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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