Licensed Insurance Agent (Customer Service)

Bazeta

Columbus (OH)

Hybrid

USD 33,000 - 45,000

Full time

2 days ago
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Benefits offered by this job

Stock options
Unlimited PTO
Health, Dental & Vision insurance
HSA with employer contribution
401(k) Retirement Plan
Continuing education

Job summary

Matic is hiring a Licensed Insurance Agent in a remote-capable role focused on retention and existing customers in Ohio. You will renew policies, advise on coverages, and cross-sell additional products via phone, email, and text with a sales-driven approach.

The position requires an active Personal Lines License; performance targets include renewal success and retention, with company stock options and a strong team culture in Columbus area.

Qualifications

  • Active Personal Lines License required in resident state.
  • Strong communication and sales skills for customer interactions.
  • Ability to build rapport with clients via phone, email and text.

Responsibilities

  • Conduct renewal reviews and advise on coverages.
  • Cross-sell and retain existing customers through advocacy.
  • Process endorsements and guide claims-related items.

Skills

Sales driven
Rapport building
Excellent communication

Education

Personal Lines License
Property & Casualty License (Preferred)

Job description

# Licensed Insurance Agent (Customer Service)United States35 minutes agoID 4369443Price on request## DetailsEmployment type: Full-timeRemote: YesCompany: MaticLevel: Any## DescriptionThe Importance of this Role We are looking for a L icensed Insurance Agent, Retention on our customer service team focusing on existing customers to increase insurance policy sales and retention by offering advocacy for our clients, selling additional insurance products, and providing rewritten policies, when applicable. In this role, reporting to the Manager of Retention, you will be tasked with conducting renewal and new business reviews, processing endorsements, providing guidance to policyholders on claims-related items and selling additional insurance products to our existing Customers. This role requires an active Property and Casualty or Personal Lines License. Responsibilities • Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested • Ability to quickly build rapport with clients over phone, email, and text • Setting and completing tasks with organized notes while following consistent processes • Run sales process effectively with organized notes and tasks for follow-ups • Provide sales with quality in mind, following call quality processes • Clearly articulate Matic value proposition to the client • Achieve sales targets for calls, cross-sales and retention Requirements • Must have active Personal Lines License in your resident state (Property and Casualty License Preferred) • Must be a self-starter with the desire to learn and grow • Must not be adverse to a sales-driven mentality • Excellent communication skills What We Offer • Base Salary: $24.23 - $32.69 • Monthly variable bonus target: $3,500 • Career advancement - we have a culture that focuses on internal promotion and career growth. • You have an ownership stake - all Maticians receive Matic stock options. • Unlimited Paid Time Off. • Company covered Health, Dental & Vision insurance for each Matician ($0 out of your paycheck for benefits), plus HSA with employer contribution. • 401(k) Retirement Plan. • Continuing education, licensing and professional development paid for by Matic. • A TRUE team culture - One team, one dream is our company motto and while we are working hard to simplify the world of insurance, we never forget to play hard as well - we pride ourselves on frequent team events like happy hours, game nights, volleyball/kickball teams, etc! • Modern office environment - we have a trendy HQ in the heart of German Village in downtown Columbus with awesome amenities including ping pong tables, coffee/espresso bar, flavored water bar (sparkling or still, your choice!). About Matic: Matic is a startup with ample opportunities for growth. Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience. Today, Matic’s digital insurance marketplace has over 50 A-rated home and auto carriers, as well as distribution partners in industries ranging from mortgage origination and servicing to banking, auto financing, and much more. We hire rock stars who are passionate about owning their work and are obsessed with finding a better way. Working at Matic means working collaboratively towards one common goal; we are one team with one dream. We have a fast-paced culture that is driven by quality, transparency, and of course fun. Disclaimers Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. This position does not offer sponsorship. If you require a reasonable accommodation at any stage of the application or hiring process, please reach out to us at HR@matic.com. Please note that artificial intelligence tools may be used to assist our hiring team in the review and screening of candidate applications. Source: Jobicy (https://jobicy.com/jobs/154216-licensed-insurance-agent-customer-service)This listing comes from a partner feed. Apply on the source website.
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