Personal Lines Insurance Sales Team Lead

Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. We’re reimagining how people shop for home and auto insurance, using smart technology to make something historically painful feel refreshingly easy.

Every day, we help people save time, money, and unnecessary headaches. Behind the scenes, our fully remote team moves fast, owns their craft, and builds products that genuinely make life better.

Led by a three-time fintech founder with a proven track record of going big, we’re building something special, and we’re just getting started.

If you’re hungry to make an impact and love solving complex problems with a scrappy crew, you’ll love it here.

About The Role

At Trellis, we’re not your typical agency, we’re reimagining how insurance is bought and sold with a platform built on innovation, data, and automation. The Personal Lines Insurance 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, this leader 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 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.

What You Bring To The Table

• 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

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. We’ll work together during the interview process to find a schedule that aligns with your needs and our customers’ experience.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: all employees must complete a background check prior to starting employment with Trellis or its subsidiaries.

Why Trellis? Because life’s too short for boring jobs.

We’re a team of builders, dreamers, and doers reshaping an industry that touches every household in America. At Trellis, you’ll have real ownership, meaningful impact, and the chance to grow alongside a company that’s scaling fast.

Here’s what makes Trellis an incredible place to build your career:

• ✨ A flat, transparent culture where your voice actually matters
• 🚀 Ground-floor opportunity with room to stretch and grow 
• 💰 Compensation at the 75th+ percentile 
• 🏡 100% remote... work from wherever you do your best thinking (In the US or Canada, that is)
• 🎉 Quarterly team events that keep our fully remote culture connected and fun

And yes, the perks are pretty great too:

• 🌴 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

👉 If you’re looking for a place where you can do the best work of your career, while building something that actually matters, we’d love to meet you.