The Importance of This Role
The Licensed Insurance Agent (P&C or Personal Lines) plays a crucial role in driving revenue and growth for the organization. Your responsibilities include educating and advising customers on the most optimal personal lines insurance products. Matic, a leading insurance tech startup, streamlines the process for customers going through the lending process to purchase homeowners insurance, allowing us to deliver qualified leads to our insurance advisors. By focusing on these tasks, you can spend more time doing what you do best—selling insurance.
Responsibilities
- Handle incoming calls from customers seeking a better insurance option (typically going through the mortgage process)
- Advising customers on the best insurance options in the marketplace
- Staying updated on market trends and carrier products
- Make outbound calls to prospective clients, generating interest, and selling insurance
- Participate actively 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
- Assist customers with the policy purchase process, verifying all policy information prior to binding, processing payments, assisting customers with DocuSign, and reviewing settlement sheets for accuracy
- Maintain 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 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 multi-task
- 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 .23 to .19
- Monthly Bonus: Monthly performance bonuses with a monthly target of ,750, and the potential to reach ,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, supporting 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 that combines a powerful digital experience with assistance from our team of trusted advisors. We offer an unbiased approach to insurance, integrating insurance within the home and auto ownership experience. Our digital insurance marketplace has over 50 A-rated home and auto carriers, and distribution partners in industries ranging from mortgage origination and servicing to banking, auto financing, and much more.
Working at Matic means collaborating towards one common goal and having a fast-paced culture that is driven by quality, transparency, and 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
