Remote Licensed Personal Lines Insurance Advisor

Matic; United States; À distance; USD 33 000 - 34 000; Plein temps

Avantages offerts par ce poste

Stock options

Flexible Paid Time Off

Medical, Dental & Vision insurance

Health Savings Account

Continuing education

Career advancement

Team events

Résumé du poste

Matic is an insurance tech startup delivering an unbiased approach to insurance. We combine a powerful digital experience with assistance from our team of trusted advisors.

Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience. Our 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

Qualifications

• Active Personal Lines or P&C license is required.
• 1+ year of phone sales experience.
• 1+ year experience working remote.
• Ability to continue learning and growing as a professional in the industry (certifications, designations, networking, industry trade articles and books).
• Maintain positive attitude, passion for the product, and a strong work ethic.
• Excellent ability to multi-task.

Responsabilités

• Handling incoming calls from customers seeking a better insurance option (typically going through the mortgage process)
• Advising customers on best insurance options in marketplace
• Staying up to date on market trends and carrier products
• Make outbound calls to prospective clients, generating interest, and selling insurance
• Actively participate in team activities, trainings, and brainstorm sessions
• Be a thought leader helping to shape our process of tomorrow
• Create a five star customer service resulting in a world class customer satisfaction score
• Conduct detailed follow ups via email and phone
• Attain sales goals while providing customers with quality
• Assist Customers with the policy purchase process, verifying all the policy information prior to binding, processing payments, assisting customer with DocuSign process and reviewing settlement sheet for accuracy
• Maintains knowledge of new guidelines and procedures by reading all emails
• Responsible for keeping P&C license and continuing education up to date and within good standing

Connaissances

Phone sales

Remote work experience

Communication skills

Customer service

Multitasking

Sales motivation

Description du poste

Matic is an insurance tech startup delivering an unbiased approach to insurance. We combine a powerful digital experience with assistance from our team of trusted advisors.

Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience. Our 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