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
Requirements
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
Benefits
Guaranteed Base Pay: Competitive hourly rate of $19.23 to $20.19Monthly 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 rateMatic Stock Options - all employees have ownership in MaticFlexible Paid Time Off - take off as much time as you need - we support work / life balanceMedical, Dental & Vision insurance - Matic pays 100% for employeesHealth Savings Account - with monthly employer contribution401(k) Retirement Plan OptionVoluntary Life, Accident and Short-Term Disability InsuranceContinuing education - licensing and professional development paid for by Matic.Career advancement - we have a culture that prioritizes internal promotion and career growthA TRUE team culture - One Team, One Dream is our company mottoFrequent team events & activities - happy hours, charity events, game nights, volleyball/kickball teams, etcAbout MaticOur digital insurance marketplace has over 40 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.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.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.Health insuranceDental insuranceVision insurance401(k)Remote work optionsFlexible scheduleEquity / stock optionsPerformance bonus
Additional Information
The Importance of this Role
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. Matic specializes in streamlining the process for customers going through the lending process to purchase homeowners insurance. Because of that, Matic is able to deliver qualified leads to our insurance advisors, so you can spend time doing what you do best, selling insurance.
Matic · Worldwide