Personal Lines Sales Agent, Trellis

$2500 Sign On Bonus

$70-160k

OTE

Uncapped compensation package; Earn $167 per sale for every sale above our floor + Bonuses + Monthly sales contests + Equity

Junior and Mid level

Remote in US

P&C insurance data services

Open for applications

P&C insurance data services

21-100 employees

FintechB2BEnterpriseInsuranceAPI

Open for applications

$70-160k

OTE

Uncapped compensation package; Earn $167 per sale for every sale above our floor + Bonuses + Monthly sales contests + Equity

Junior and Mid level

Remote in US

21-100 employees

FintechB2BEnterpriseInsuranceAPI

Company mission

To build industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers.

Job

Company

Role

Who you are

Proven track record: you have demonstrated success in achieving and surpassing sales targets in previous roles
Relentless ambition: you see the upside of working hard and seek an environment that generously rewards agents who over-deliver
Deep multi-carrier experience: you can quickly identify the right product from the right carrier for the right customer
Proactive and self-motivated: You take initiative and are self-motivated to identify opportunities and develop strategies to drive sales and surpass targets
Strong written and verbal communication: you close sales quickly and effectively across multiple channels (primarily text and phone)
Hyper-comfort with ambiguity: we are still a start-up, meaning we roll out process and system updates frequently; you thrive on quickly adapting and applying changes to turbo-charge your sales goals

What the job involves

You will be a central part of our ambitious Sales engine, proposing risk management strategies that expertly fit the risk profiles of each customer
At Trellis, you will have the opportunity to work in a challenging but supportive environment that is focused on rewarding top performers
Sell, sell, sell!.. by delivering best-in-class results consistently
Bind at least 60 new policies per month
Bundle 1/3 of homeowner prospects
Navigate dozens of insurers' products and agent portals to find the best insurance options
Own your leads from start to finish across multiple contact channels (Phones, SMS, email)
Utilize agency tooling and technology designed to make you more efficient and effective

Our take

Changing insurance providers can be a daunting and overwhelming process due to the complexities often involved, resulting in many people sticking to the same provider, even if it doesn't best suit their needs.

Recognizing the difficulties faced by changing insurance providers and the need for better data-driven solutions is Trellis. The company has built an API platform that lets consumers compare insurance policies side-by-side, simplifying a once tricky ordeal. Setting itself apart from competitors, Trellis also partners with digital banks and financial institutions to offer new insurance options to their existing customers.

Due to its innovative approach to the space, Trellis has seen exponential growth since its inception in 2019 and more recently acquired the backing of Amex Ventures. Securing funding from Amex along with a number of other investors, Trellis is now in a prime position to accelerate its offerings and further innovate the insurance market.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

-7% employee growth in 12 months

Company

Funding (2 rounds)

May 2022

$5m

EARLY VC

Jun 2021

$10m

SERIES A

Total funding: $15m

Company benefits

Bonuses and equity opportunities
Unlimited vacation time
100% employer-paid insurance for employee, 60% for dependents
401K plan
Annual in-person retreats

Company values

Speed: We work quickly and pragmatically. We move fast and get things done.
Extreme Ownership: We fulfill our promises to each other and our customers. We own our responsibilities 110%.
Craft: We are constantly learning and better ourselves and the way we work.
Collaboration: We work transparently, solicit feedback, and leave our egos at the door.
Positivity: We see a cup half-full, focus on the teams potential, and rise to the challenges.

Company HQ

SoMa, San Francisco, CA

Articles

Amex Ventures bets $5M on Trellis, which wants to make switching insurance providers easier

Mile Auto Partners with Insurtech Trellis to Expand Distribution

Cardata and Trellis Rev Up a New Partnership

Leadership

Daniel Demetri

(CEO)

Previously co-founded the insurance company, Doma. Also worked as a Product Manager at Google as well as a Product Lead/Head of Product Management at Earnest.

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