Offer summary

Qualifications:

Active Personal Lines or P&C Insurance License is required., At least 1 year of phone sales experience and 1 year of remote work experience., Strong communication and customer service skills with the ability to recommend insurance options., Ability to maintain a positive attitude and a strong work ethic while multi-tasking..

Key responsabilities:

Handle incoming calls from customers seeking insurance options during the mortgage process.

Advise customers on the best insurance products and stay updated on market trends.

Make outbound calls to generate interest and sell insurance, while achieving sales goals.

Assist customers with the policy purchase process and ensure all information is accurate before binding.

Job description

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.

This role will be remote- US based. Hours are dependent upon your location:

Eastern Time (ET): Monday - Friday 10:00 am - 7:00 pm OR 11:00 am - 8:00 pm
Central Time (CT): Monday - Friday 9:00 am - 6:00 pm OR 10:00 am - 7:00 pm
Mountain Time (MT): Monday - Friday 8:00 am - 5:00 pm OR 9:00 am - 6:00 pm
Pacific Time (PT): Monday - Friday 7:00 am - 4:00 pm OR 8:00 am - 5:00 pm

Shits are based on business need and set at time of hire.

What You'll Do

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

What You Offer

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

How Matic stands out

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.
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!

About Matic

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, 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.

Required profile