Licensed Insurance Agent, Customer Service

🕒 September 16

🇺🇸 United States – Remote

💵 $24 - $32 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

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Matic

201 - 500 employees

Founded 2014

💼 Consulting

📦 Logistics

💸 Finance

💰 $20M Series B on 2023-10

Consulting • Logistics • Finance

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.

📋 Description

• Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested • Build rapport with clients over phone, email, and text • Set and complete tasks with organized notes while following consistent processes • Run the sales process with organized notes and follow-up tasks • Provide quality-focused sales following call quality processes • Clearly articulate Matic’s value proposition to clients • Achieve sales targets for calls, cross-sales, and retention • Sell additional insurance products and provide rewritten policies when applicable • Process endorsements and guide policyholders on claims-related items • Report to the Manager of Retention

🎯 Requirements

• Must have active Personal Lines License in your resident state (Property and Casualty License Preferred) • Must be currently authorized to work in the United States on a full-time basis now and in the future • Position does not offer sponsorship • Must be a self-starter with the desire to learn and grow • Must not be adverse to a sales-driven mentality • Excellent communication skills

🏖️ Benefits

• Monthly variable bonus target: $3,500 • Career advancement and internal promotion opportunities • Matic stock options • Unlimited Paid Time Off • Company covered Health, Dental & Vision insurance ($0 out of your paycheck for benefits) • HSA with employer contribution • 401(k) Retirement Plan • Continuing education, licensing and professional development paid for by Matic • Frequent team events including happy hours, game nights, and volleyball/kickball teams • Modern office amenities including ping pong tables, coffee/espresso bar, and flavored water bar

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