Note: The job is a remote job and is open to candidates in USA. Matic is an insurance tech startup that delivers an unbiased approach to insurance, combining a powerful digital experience with assistance from trusted advisors. The Licensed Insurance Agent is responsible for driving revenue by educating customers on personal lines insurance products and managing the sales process effectively.

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

Skills

• 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

Benefits

• 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

Company Overview