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
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