Licensed Insurance Agent, Retention

About the role

We are looking for a Licensed Insurance Agent, Retention on our customer service team focusing on existing customers to increase insurance policy sales and retention by offering advocacy for our clients, selling additional insurance products, and providing rewritten policies, when applicable. Reporting to the Manager of Retention, you will conduct renewal and new business reviews, process endorsements, provide guidance to policyholders on claims-related items, and sell additional insurance products to our existing customers.

Responsibilities

• Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested
• Quickly build rapport with clients over phone, email, and text
• Set and complete tasks with organized notes while following consistent processes
• Run sales process effectively with organized notes and tasks for follow-ups
• Provide sales with quality in mind, following call quality processes
• Clearly articulate Matic value proposition to the client
• Achieve sales targets for calls, cross-sales and retention

Requirements

• Must have active Personal Lines License in your resident state (Property and Casualty License preferred)
• Must be a self-starter with the desire to learn and grow
• Must not be adverse to a sales-driven mentality
• Excellent communication skills

What We Offer

• Base Salary: $24.23 - $32.69 per hour
• Monthly variable bonus target: $3,500
• Career advancement with a focus on internal promotion and career growth
• Ownership stake: all employees receive Matic stock options
• Unlimited Paid Time Off
• Company-covered Health, Dental & Vision insurance for each employee ($0 out-of-pocket for benefits), plus HSA with employer contribution
• 401(k) Retirement Plan
• Continuing education, licensing, and professional development paid for by Matic
• Team culture with frequent events such as happy hours, game nights, volleyball/kickball teams, etc.
• Modern office environment in downtown Columbus with amenities including ping pong tables, coffee/espresso bar, and flavored water bar

About Matic

Matic is a startup with ample opportunities for growth. Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience. Today, Matic’s 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.

We hire rock stars who are passionate about owning their work and are obsessed with finding a better way. 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.