Team Lead, Insurance Sales

Role Overview

• Performance Coaching: Build a culture of excellence by conducting call audits, tracking key metrics, and providing rigorous monthly coaching for talent development.
• Team Leadership: Manage the daily operations of your squad, including scheduling, performance reviews, and onboarding new high-caliber hires.
• Operational Excellence: Provide direct feedback to Product Managers and Engineering to enhance our internal SOPs, GenAI tools, and the Jerry app experience.
• Direct Customer Engagement: Lead by example by hopping on the front lines, simplifying jargon, preparing quotes, and binding policies to stay sharp on the customer experience.
• Growth Strategy: Collaborate across insurance operations to identify gaps in coverage and find ways to increase new business policy sales and customer retention.

Requirements

• 3+ years of experience in personal lines insurance sales or a high-volume contact center environment.
• Demonstrated experience in a leadership or "player-coach" capacity (Team Lead, Senior Rep, or Manager).
• Active Property & Casualty (P&C) license is required (or willingness to obtain one quickly).
• Strong technical aptitude and comfort with CRM tools and omni-channel communication platforms.

Benefits

• Insurance (health, vision, dental)
• paid time off
• paid parental leave
• 401K with employer matching