Matic

Licensed Insurance Agent

Matic

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $19 - $20 per hour

Job Level

Junior

About the role

  • 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
  • Guaranteed Base Pay: Competitive hourly rate of $19.23 to $20.19
  • Monthly Bonus: Monthly performance bonuses with a monthly target of $4,750 and the potential to reach $9,500 based on total policies sold, policies per customer and close rate
  • Matic Stock Options - all employees have ownership in Matic
  • Flexible Paid Time Off - take off as much time as you need - we support work / life balance
  • Medical, Dental & Vision insurance - Matic pays 100% for employees
  • Health Savings Account - with monthly employer contribution
  • 401(k) Retirement Plan Option
  • Voluntary Life, Accident and Short-Term Disability Insurance
  • Continuing education - licensing and professional development paid for by Matic.
  • Career advancement - we have a culture that prioritizes internal promotion and career growth
  • A TRUE team culture - One Team, One Dream is our company motto
  • Frequent team events & activities - happy hours, charity events, game nights, volleyball/kickball teams, etc
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
phone salesinsurance advisingpolicy purchase processDocuSignsales goals attainmentcustomer follow-upmarket trend analysisinsurance product knowledgecustomer satisfactionmulti-tasking
Soft Skills
positive attitudepassion for productstrong work ethicexcellent communicationcustomer servicecoachableability to seek adviceability to learn from feedbackhigh moral integrityteam participation
Certifications
Personal Lines Insurance LicenseP&C Insurance License