Matic→
Licensed Insurance Agent (Remote)
Entry LevelRemoteFull-time
Location
Not specified
Salary
$40k–$42k/yr
Experience
1+ years
Posted
Today
Skills
personal lines insurance licensep&c insurance licensephone salesbe coached
Job Description
Summary: Matic is an insurance tech startup that delivers an unbiased approach to insurance by combining a powerful digital experience with assistance from trusted advisors. The Licensed Insurance Agent is responsible for driving revenue by educating and advising customers on personal lines insurance products, while actively participating in team activities and maintaining high customer satisfaction.
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
Required Qualifications:
- 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
Required Skills: Personal Lines Insurance License, P&C Insurance License, Phone Sales, be coached
Benefits: Monthly performance bonuses with a monthly target of $4,750 and the potential to reach $9,500based 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, Frequent team events & activities - happy hours, charity events, game nights, volleyball/kickball teams, etc
Benefits
Monthly performance bonuses with a monthly target of $4,750 and the potential to reach $9,500based 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
Frequent team events & activities - happy hours, charity events, game nights, volleyball/kickball teams, etc