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About the role

  • Service Team Lead guiding Trellis’s remote insurance call-center team. Coaching agents, improving P&C service quality, and driving retention and cross-sell results.

Responsibilities

  • Serve as an agency expert on P&C and ensure decisions are high quality
  • Review individual agent performance and service-results reports
  • Analyze data to evaluate the team and inform operational changes
  • Coach and mentor a team of 8–10 agents
  • Foster a culture of accountability and results
  • Monitor daily inquiry volume, agent schedules, and adherence
  • Adjust staffing and support to meet demand
  • Improve internal processes and program-wide results
  • Develop cross-selling and upselling techniques
  • Deliver exceptional customer experiences
  • Lead day-to-day operations of a remote service team and call center environment
  • Ensure consistent service quality, compliance, and customer satisfaction
  • Enable agents to retain customers and identify appropriate cross-sell and upsell opportunities

Requirements

  • 3+ years of experience in a leadership role
  • Insurance expertise with the ability to guide and evaluate P&C decisions
  • At least one active P&C or Personal Lines Insurance License
  • Creative problem-solving skills
  • Ability to contribute to strategic direction and work wherever necessary to achieve goals
  • Analytical mindset with the ability to identify data requirements, analyze data, and review reports
  • Highly performance-oriented and able to motivate others in a proactive, positive, and firm manner
  • Strong empathy for agents and customers
  • Ability to work one weekend day a week
  • Must complete a background check prior to starting employment
  • Bonus: experience with early-stage or high-growth tech startups

Benefits

  • Competitive compensation (75th+ percentile)
  • Fully remote across the US & Canada
  • Quarterly virtual and/or in-person events
  • Flexible vacation
  • Health insurance starts day one
  • Wellness programming
  • 401(k) contributions
  • HSA contributions
  • FSAs
  • Bonuses
  • Equity opportunities
  • Paid parental leave

Job title

Job type

Full Time

Experience level

Senior

Salary

$65,000 per year

Degree requirement

Professional Certificate

Location requirements

RemoteUnited States

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