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Quality Assurance Lead

Role overview

Qualifications

  • 2+ years of experience in QA, sales enablement, compliance, training, or related roles
  • Strong understanding of application accuracy, underwriting, and quality standards
  • Proven coaching, influencing, and cross-functional collaboration skills
  • Familiarity with AI-powered QA tools

Responsibilities

  • Analyze AI-powered Sales and Service interactions to identify trends, risks, and performance gaps
  • Reduce application errors and improve data accuracy across insurance systems
  • Provide managers with insights, tools, and coaching resources to improve quality
  • Identify opportunities to improve compliant selling, application accuracy, service quality, and customer experience

Key facts

Other skills

  • Quality Assurance
  • Coaching
  • Collaboration
  • Problem Solving

About the company

Trellis logo

Trellis

Computer Software / SaaS

The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected. Trellis is a fully remote insurtech start-up that builds industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers.We help financial institutions, fintechs, and other innovative companies to engage users across a broader set of financial needs and goals while diversifying revenue through embedded insurance. Some of our partners include Rocket Money (formerly Truebill), Acorns, and Albert, among dozens of other innovative companies.We help insurers reach more of their target customers by utilizing cost-effective embedded insurance distribution channels in the leading apps and websites that consumers are already using.We meet the consumers where they are and help them find the right personal insurance that meets their needs.Our products simplify insurance by:- Enabling consumers to easily link their existing insurance account information using just their username and password- Providing more comprehensive and up-to-date consumer information than traditional prefill solutions while keeping consumer data safe and private- Equipping our partners with a best-in-class insurance marketplace, with 150+ insurers, “apples-to-apples” coverage comparison, and online binding available today- Complementing the digital experience with real human guidance from nationally-licensed insurance agents- Offering a flexible implementation approach from simple white-labeled landing pages to robust API integrations Trellis is backed by multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

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Job description

About Trellis

Trellis is rewriting the insurance experience from the inside out. We’re the tech company behind Savvy, our licensed insurance agency, and we’re bringing clarity and ease to a space known for… the opposite. With powerful tools, clean design, and a customer-first mindset, we’re making insurance shopping refreshingly effortless.

We’re a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures. As a remote-first team, we move quickly, experiment boldly, and build with intention.

If you’re craving meaningful impact, energized by ambiguity, and are ready to build alongside exceptional teammates, you’re going to love doing your best work at Trellis.

About the Role

We’re building a quality program that helps agents and managers improve performance, deliver better customer experiences, and ensure accurate, compliant insurance business.

As our Quality Lead, you’ll turn AI-powered QA insights into actionable coaching, training, and process improvements. You’ll identify trends and risks across Sales and Service, drive measurable improvements, and help scale our quality program alongside our growing Sales organization.

You’ll report to the Director of Quality & Compliance and partner closely with Sales, Service, Training, Operations, Product, and Technology.

What You'll Own

1. Turn quality data into action

  • Analyze AI-powered Sales and Service interactions to identify trends, risks, and performance gaps.

  • Translate findings into clear recommendations and improve quality reporting and scorecards.

2. Drive quality improvements

  • Reduce application errors and improve data accuracy across insurance systems.

  • Identify and address rating integrity issues and partner with leaders on measurable improvement plans.

3. Enable agents and managers

  • Provide managers with insights, tools, and coaching resources to improve quality.

  • Build understanding, accountability, and adoption of quality standards across frontline teams.

4. Improve Sales & Service effectiveness

  • Identify opportunities to improve compliant selling, application accuracy, service quality, and customer experience.

  • Turn quality insights into improvements across training, workflows, tools, and processes.

About You

  • 2+ years of experience in QA, sales enablement, compliance, training, or related roles, with hands-on P&C insurance experience

  • Strong understanding of application accuracy, underwriting, and quality standards, with the ability to turn data into actionable insights

  • Proven coaching, influencing, and cross-functional collaboration skills

  • Highly organized and comfortable managing multiple priorities in a fast-paced, remote environment

  • Familiarity with AI-powered QA tools and the importance of human judgment in quality decisions

Why Trellis? Because you deserve a career that’s exciting, meaningful, and surrounded by people who lift you up.

We’re a group of curious, mission-driven humans rewriting the insurance experience and having a lot of fun along the way. At Trellis, you’ll make a real impact on a product millions rely on, and grow alongside a company that’s scaling fast.

What sets Trellis apart:

✨ A transparent, collaborative culture where ideas win, not titles
🚀 Big opportunities to take ownership and chart your growth
💰 Competitive compensation (75th+ percentile)
🏡 Fully remote across the US & Canada
🎉 Quarterly virtual and/or in-person events that keep us connected

Plus, the benefits are built to support your whole life:

🌴 Flexible vacation (yes, actually flexible)
🩺 Health insurance starts day one

🧘 Wellness programming, because balance matters
💸 401(k) and HSA contributions, FSAs, bonuses & equity opportunities
🐣 Paid parental leave

👉 If you want a role where you’ll grow, be trusted, and build something that genuinely improves people’s lives, Trellis is the place. Join us.

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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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