Licensed Insurance Agent, Retention

OhioX; Columbus, Northern (OH, KY); Hybrid; USD 50,000 - 68,000; Full time

Benefits offered by this job

Base Salary: $24.23 - $32.69 per hour

Monthly bonus target: $3,500

Stock options for all employees

Unlimited Paid Time Off

Health, Dental & Vision insurance (em1

Job summary

Matic is seeking a Licensed Insurance Agent for Retention in Columbus, OH. You will focus on existing customers, renewals, and selling additional policies while advocating for clients. This in-office role reports to the Manager of Retention and requires an active Personal Lines license.

Responsibilities include renewal reviews, building rapport via phone and email, and achieving sales and retention targets. Competitive base pay with comprehensive benefits and strong team culture.

Qualifications

• Active Personal Lines license in resident state (P&C license preferred).
• Self-starter with sales drive and growth mindset.
• Excellent communication skills.

Responsibilities

• Renewal reviews and advise on coverages; re-shop when requested.
• Build rapport with clients via phone, email, and text.
• Set and complete tasks with organized notes; follow consistent processes.
• Execute sales process with clear notes and follow-ups.
• Sell additional products to existing customers with a sales focus.
• Articulate Matic value proposition to clients.
• Meet sales targets for calls, cross-sales and retention.

Skills

Excellent communication

Rapport building

Sales mindset

Self-starter

Education

Personal Lines License

Property & Casualty License Preferred

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 ouyr 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.

This role is an in-office position based out of our Columbus, Ohio location.

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 [e-mail].

Please note that artificial intelligence tools may be used to assist our hiring team in the review and screening of candidate applications.