Matic

Insurance

• 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

Licensed Insurance Agent