Licensed Insurance Agent

March 1

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Matic

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Matic is a digital insurance agency specializing in providing a wide range of insurance products including home, auto, life, umbrella, pet, jewelry, and more. The company operates an unbiased platform that allows customers to easily compare and choose from policies offered by a network of over 40 A-rated insurance carriers. With a focus on maximizing customer savings and simplifying the insurance process, Matic enables users to bundle different insurance types and offers advisory support to assist in policy selection. The company particularly caters to partnerships with mortgage originators, servicers, banks, and financial institutions, providing an embedded P&C insurance solution to streamline the insurance needs of these entities. Matic prides itself on being an insurance advocate for its customers and does not charge extra fees for its services.

Homeowners Insurance • Insurance • Auto Insurance

201 - 500 employees

Founded 2014

💸 Finance

👥 B2C

💰 $20M Series B on 2023-10

📋 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. • Matic specializes in streamlining the process for customers going through the lending process to purchase homeowners 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 • Shifts are based on business need and set at time of hire. • 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

• 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!