Licensed Insurance Agent
Matic Insurance Services · Remote
Advise customers, many going through the mortgage process, on personal lines insurance options and sell policies. Handle inbound and outbound calls, guide customers through policy purchase, and meet sales goals while keeping licensing current.
What you'll do
- Handle inbound calls from customers seeking better insurance options
- Make outbound calls to prospects and sell insurance
- Advise customers on the best insurance options in the marketplace
- Guide customers through policy purchase, binding, payment and DocuSign
- Meet sales goals and follow up by email and phone
Requirements
- Active Personal Lines or P&C Insurance License
- 1+ year of phone sales experience
- 1+ year experience working remote
- Excellent communication and customer service skills
- Ability to be coached and learn from feedback
- Excellent multi-tasking ability
Benefits
- Monthly performance bonus
- Stock options
- Flexible paid time off
- Medical, dental and vision insurance paid 100% by Matic
- Health Savings Account with employer contribution
- 401(k) retirement plan
- Voluntary life, accident and short-term disability insurance
- Paid licensing and continuing education
- Internal promotion and career growth
- Team events and activities
Skills
Outlined skills are listed as required.
Full original description
The Importance of this Role
The Licensed Insurance Agent (P&C or Personal Lines) is responsible for helping drive revenue and growth for the organization. You will be tasked with educating and advising customers on the most optimal personal lines insurance products. Matic specializes in streamlining the process for customers going through the lending process to purchase homeowners insurance. Because of that, Matic is able to deliver qualified leads to our insurance advisors, so you can spend time doing what you do best, selling insurance.
Responsibilities
- 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
Requirements
- Active Personal Lines or P&C Insurance License
- 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, etc.)
- Maintain positive attitude, passion for the product, and a strong work ethic
- Excellent ability to multi-task
- High moral and ethical integrity
- Have excellent communication and customer service skills with the ability to recommend appropriate coverage and insurance options to consumers
- Ability to be coached, seek advice, ask question, and learn from feedback
What We Offer
- Guaranteed Base Pay: Competitive hourly rate of $24.04 to $25.00
- Monthly Bonus: Monthly performance bonuses with a monthly target of $4,750 and the potential to reach $9,500 based on total policies sold, policies per customer and close rate
- Matic Stock Options - all employees have ownership in Matic
- Flexible Paid Time Off - take off as much time as you need - we support work / life balance
- Medical, Dental & Vision insurance - Matic pays 100% for employees
- Health Savings Account - with monthly employer contribution
- 401(k) Retirement Plan Option
- Voluntary Life, Accident and Short-Term Disability Insurance
- Continuing education - licensing and professional development paid for by Matic.
- Career advancement - we have a culture that prioritizes internal promotion and career growth
- A TRUE team culture - One Team, One Dream is our company motto
- Frequent team events & activities - happy hours, charity events, game nights, volleyball/kickball teams, etc
About Matic
Matic is an insurance tech startup who delivers 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 financing, and much more.
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.