Licensed Insurance Agent, Customer Service

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform renewal assessments, provide advice on insurance options, respond to inquiries, and re-evaluate policies upon request.

• Establish strong relationships with clients through phone, email, and text communications.

• Organize tasks and maintain thorough notes while adhering to established processes.

• Manage the sales process with detailed notes and necessary follow-up actions.

• Deliver quality-centric sales in accordance with call quality standards.

• Effectively communicate Matic’s value proposition to clients.

• Meet sales goals related to calls, cross-selling, and customer retention.

• Promote additional insurance products and offer revised policies when appropriate.

• Handle endorsements and assist policyholders with claims-related inquiries.

• Report directly to the Manager of Retention.

⛳️ Requirements

• Must possess an active Personal Lines License in your state of residence (Property and Casualty License is preferred).

• Must be currently authorized to work in the United States on a full-time basis, both now and in the future.

• This position does not provide sponsorship.

• Must be a self-motivated individual with a strong desire to learn and advance.

• Must embrace a sales-oriented mindset.

• Excellent verbal and written communication skills are essential.

🏝️ Benefits

• Monthly variable bonus target of $3,500.

• Opportunities for career growth and internal promotions.

• Matic stock options available.

• Unlimited Paid Time Off.

• Company-covered Health, Dental & Vision insurance with no deductions from your paycheck.

• Health Savings Account with employer contributions.

• 401(k) Retirement Plan.

• Continuing education, licensing, and professional development expenses covered by Matic.

• Regular team events such as happy hours, game nights, and volleyball/kickball teams.

• Access to modern office amenities, including ping pong tables, a coffee/espresso bar, and a flavored water bar.