Licensed Insurance Agent, Remote

About the role

The Licensed Insurance Agent (P&C or Personal Lines) is responsible for helping drive revenue and growth for the organization. You will educate and advise 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, delivering qualified leads so you can focus on selling insurance.

Responsibilities

• Handle incoming calls from customers seeking better insurance options, typically during the mortgage process
• Advise customers on the best insurance options in the marketplace
• Stay up to date on market trends and carrier products
• Make outbound calls to prospective clients, generating interest and selling insurance
• Participate in team activities, trainings, and brainstorm sessions
• Contribute as a thought leader to shape future processes
• Deliver five-star customer service resulting in world-class customer satisfaction scores
• Conduct detailed follow-ups via email and phone
• Attain sales goals while providing customers with quality service
• Assist customers with the policy purchase process, verifying policy information prior to binding, processing payments, assisting with DocuSign, and reviewing settlement sheets for accuracy
• Maintain knowledge of new guidelines and procedures by reading all emails
• Maintain P&C license and continuing education requirements in good standing

Requirements

• Active Personal Lines or P&C Insurance License
• 1+ year of phone sales experience
• 1+ year experience working remotely
• Ability to continue learning and growing as a professional in the industry (certifications, designations, networking, industry trade articles and books, etc.)
• Maintain a positive attitude, passion for the product, and a strong work ethic
• Excellent ability to multitask
• High moral and ethical integrity
• 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 questions, and learn from feedback

What We Offer

• Guaranteed Base Pay: Competitive hourly rate of $19.23 to $20.19
• Monthly Bonus: Performance bonuses with a monthly target of $4,750 and 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; company supports 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 – culture that prioritizes internal promotion and career growth
• A TRUE team culture – “One Team, One Dream” is the company motto
• Frequent team events & activities – happy hours, charity events, game nights, volleyball/kickball teams, etc.

About Matic

Matic is an insurance tech startup that 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 features 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 collaborating toward one common goal; we are one team with one dream. We have a fast-paced culture driven by quality, transparency, and fun.