Licensed Insurance Agent

About the role

The Licensed Insurance Agent is responsible for driving revenue and growth by educating and advising customers on personal lines insurance products. You will work within a digital marketplace to assist customers, particularly those navigating the mortgage process, in securing homeowners insurance. This role focuses on delivering high-quality customer service and achieving sales goals through both inbound and outbound communication.

Responsibilities

• Handling incoming calls from customers seeking a better insurance option
• 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

Required skills

• Phone sales
• Customer service
• Insurance sales
• Multi-tasking

Qualifications

• Active Personal Lines or P&C Insurance License
• 1+ year of phone sales experience
• 1+ year experience working remote

Benefits

• Monthly performance bonuses
• Stock Options
• Flexible Paid Time Off
• Medical insurance
• Dental insurance
• Vision insurance
• Health Savings Account
• 401(k) Retirement Plan
• Voluntary Life Insurance
• Continuing education

About the Company

Matic is an insurance tech startup that delivers an unbiased approach to insurance by combining a powerful digital experience with assistance from a team of trusted advisors. The company integrates insurance within the home and auto ownership experience through a marketplace featuring over 50 A-rated carriers.