Licensed Insurance Agent (Customer Service)

Job Overview

The Importance of this Role We are looking for a L icensed 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.

In this role, reporting to the Manager of Retention, you will be tasked with conducting renewal and new business reviews, processing endorsements, providing guidance to policyholders on claims-related items and selling additional insurance products to our existing Customers.

Job Description

This role requires an active Property and Casualty or Personal Lines License.

Responsibilities Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested Ability to quickly build rapport with clients over phone, email, and text Setting and completing 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 Monthly variable bonus target: $3,500 Career advancement - we have a culture that focuses on internal promotion and career growth. You have an ownership stake - all Maticians receive Matic stock options. Unlimited Paid Time Off.

Company covered Health, Dental & Vision insurance for each Matician ($0 out of your paycheck for benefits), plus HSA with employer contribution. 401(k) Retirement Plan. Continuing education, licensing and professional development paid for by Matic.

Modern office environment - we have a trendy HQ in the heart of German Village in downtown Columbus with awesome amenities including ping pong tables, coffee/espresso bar, flavored water bar (sparkling or still, your choice! ).

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.

Key Responsibilities

• In this role, reporting to the Manager of Retention, you will be tasked with conducting renewal and new business reviews, processing endorsements, providing guidance to policyholders on claims-related items and selling additional insurance products to our existing Customers.
• Responsibilities Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested Ability to quickly build rapport with clients over phone, email, and text Setting and completing 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 Monthly variable bonus target: $3,500 Career advancement - we have a culture that focuses on internal promotion and career growth.

Required Skills and Qualifications

• Responsibilities Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested Ability to quickly build rapport with clients over phone, email, and text Setting and completing 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 Monthly variable bonus target: $3,500 Career advancement - we have a culture that focuses on internal promotion and career growth.
• Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience.
• Disclaimers Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

Benefits and Perks

• The Importance of this Role We are looking for a L icensed 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.
• In this role, reporting to the Manager of Retention, you will be tasked with conducting renewal and new business reviews, processing endorsements, providing guidance to policyholders on claims-related items and selling additional insurance products to our existing Customers.
• Responsibilities Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested Ability to quickly build rapport with clients over phone, email, and text Setting and completing 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 Monthly variable bonus target: $3,500 Career advancement - we have a culture that focuses on internal promotion and career growth.
• Company covered Health, Dental & Vision insurance for each Matician ($0 out of your paycheck for benefits), plus HSA with employer contribution.
• 401(k) Retirement Plan.
• A TRUE team culture - One team, one dream is our company motto and while we are working hard to simplify the world of insurance, we never forget to play hard as well - we pride ourselves on frequent team events like happy hours, game nights, volleyball/kickball teams, etc!

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

Matic is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.