Retention Insurance Agent (Licensed) – Renewals & Cross-Sales

Matic; Columbus (OH); On-site; USD 33,000 - 45,000; Full time

Benefits offered by this job

Stock options

Unlimited Paid Time Off

Health, Dental & Vision insurance (em{

Job summary

Matic is seeking a Licensed Insurance Agent, Retention for its in-office Columbus, Ohio team. You will work with existing customers to increase policy sales and retention, offering advocacy and additional products, while handling endorsements and claims guidance as needed.

The role requires an active Personal Lines license and a sales-driven mindset with strong communication skills. Matic emphasizes growth, stock options, and a collaborative culture.

Qualifications

• Active Personal Lines License is required for this role.
• Must be a self-starter with the desire to learn and grow.
• Sales-driven mentality and excellent communication skills are essential.

Responsibilities

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

Skills

Sales aptitude

Communication skills

Self-starter

Education

Active Personal Lines License

Job description

Matic is seeking a Licensed Insurance Agent, Retention for its in-office Columbus, Ohio team. You will work with existing customers to increase policy sales and retention, offering advocacy and additional products, while handling endorsements and claims guidance as needed.

The role requires an active Personal Lines license and a sales-driven mindset with strong communication skills. Matic emphasizes growth, stock options, and a collaborative culture.