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Salary: USD 24.23 - 32.69 / hourly
Matic Insurance is seeking a Licensed Insurance Agent, Retention to join the customer service team and focus on existing customers. You will drive insurance policy sales and retention by offering client advocacy, selling additional insurance products, and providing rewritten policies when applicable. Reporting to the Manager of Retention, you will conduct renewal and new business reviews, process endorsements, provide guidance on claims-related matters, and sell additional insurance products to existing customers.
Key responsibilities include conducting renewal reviews and advising on insurance coverages, building rapport with clients via phone, email, and text, maintaining organized notes and consistent processes, running an effective sales process with organized follow-ups, providing quality sales while adhering to call quality standards, clearly articulating Matic's value proposition, and achieving sales targets for calls, cross-sales, and retention.
Maticis a fintech startup founded in 2014 that has transformed the insurtech industry by integrating insurance within the home and auto ownership experience. The company operates a digital insurance marketplace with over 50 A-rated home and auto carriers and distribution partners across mortgage origination, banking, auto financing, and related industries. The culture emphasizes collaboration, quality, transparency, and fun, with a fast-paced environment where employees own their work.
Requirements: Must have an active Personal Lines License in your resident state (Property and Casualty License preferred). Must be a self-starter with desire to learn and grow. Must embrace a sales-driven mentality. Excellent communication skills required.