Licensed Insurance Agent (Customer Service)

Matic; United States; Remote; USD 50,000 - 68,000; Full time

Benefits offered by this job

Stock options

Unlimited PTO

Health, Dental, Vision insurance

401(k) Retirement Plan

Career advancement

Job summary

Matic is seeking a Licensed Insurance Agent, Retention to join our customer service team focused on existing customers. The role aims to increase policy sales and retention by advocating for clients, selling additional products, and updating policies when applicable. You will report to the Manager of Retention.

The position requires an active Personal Lines license. Strong communication skills, a sales-driven mindset, and the ability to build rapport via phone, email, and text are essential.

Qualifications

• Active Personal Lines License in your resident state (Property and Casualty License preferred).
• Self-starter with desire to learn and grow.
• Sales-driven mentality with comfort in a target-based role.
• Excellent communication skills, written and verbal.

Responsibilities

• Conduct renewal reviews, advise on coverages, answer questions, and re-shop when requested.
• Build rapport with clients via phone, email, and text quickly.
• Set and complete tasks with organized notes while following processes.
• Run sales process effectively with notes and follow-ups for customers.
• Provide sales with quality in mind, following call quality processes.
• Clearly articulate Matic value proposition to clients.
• Achieve sales targets for calls, cross-sales and retention.

Skills

Excellent communication

Self-starter

Sales-oriented

Build rapport

Organized notes

Sales targets

Job description

The Importance of this Role

We are looking for a Licensed 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 wor