Stavvy

Personal Lines Insurance Sales Team Lead

Remote

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

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

  • 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 Operations & Culture

Our agency operates 7 days a week, from 8 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.

Skills

Insurance Sales
Team Leadership
Sales Coaching
Performance Management
Data Analysis
Process Improvement
P&C Insurance
Call Center Operations

Stavvy

Digitizes mortgage processes with digital tools

About Stavvy

Stavvy transforms the mortgage industry by digitizing and streamlining workflows that have traditionally relied on paper. The company provides a range of digital tools, including eSignatures, remote notarization, and secure communication portals, which help mortgage professionals and financial institutions improve efficiency and reduce the need for physical documents. Stavvy operates on a subscription-based model, allowing clients to access its platform and tools for a fee. Additionally, the company partners with other organizations, like Guaranteed Rate, to expand the reach of its eClosing technology. Stavvy's goal is to modernize the mortgage process, making it more efficient and accessible for everyone involved.

Boston, MassachusettsHeadquarters
2018Year Founded
$40.4MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Risks

Competition from fintech companies offering similar solutions could erode Stavvy's market share.
Rapid technological advancements may strain Stavvy's financial resources for continuous R&D investment.
Integration challenges from acquisitions like SigniaDocs and Brace may distract from core operations.

Differentiation

Stavvy offers a fully-integrated digital mortgage vendor platform, enhancing communication and data access.
The company provides eSignatures and remote notarization, streamlining traditionally paper-based workflows.
Stavvy's strategic partnerships, like with Guaranteed Rate, expand its eClosing technology reach.

Upsides

Increased remote work adoption boosts demand for Stavvy's remote notarization and eClosing capabilities.
AI integration in digital mortgage platforms enhances document processing and risk assessment.
Regulatory support for digital notarization facilitates Stavvy's service adoption across states.

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