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Role Description

The Licensed Insurance Agent (P&C or Personal Lines) is responsible for helping drive revenue and growth for the organization. You will be tasked with educating and advising customers on the most optimal personal lines insurance products.

• 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

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 questions, and learn from feedback

Requirements

• Guaranteed Base Pay: Competitive hourly rate of $19.23 to $20.19
• Monthly Bonus: Monthly performance bonuses with a monthly target of $4,750 and the 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 - 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
• 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.

Company Description

Matic is an insurance tech startup who 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 has over 40 A-rated home and auto carriers
• Distribution partners in industries ranging from mortgage origination and servicing to banking, auto financing, and much more
• 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