Licensed Insurance Agent (Customer Service)

The Importance of this Role We are looking for a L icensed Insurance Agent, Retention on our customer service team focusing on existing customers to increase insurance policy sales and retention by offering advocacy for our clients, selling additional insurance products, and providing rewritten policies, when applicable. In this role, reporting to the Manager of Retention, you will be tasked with conducting renewal and new business reviews, processing endorsements, providing guidance to policyholders on claims-related items and selling additional insurance products to our existing Customers. This role requires an active Property and Casualty or Personal Lines License. Responsibilities Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested Ability to quickly build rapport with clients over phone, email, and text Setting and completing tasks with organized notes while following consistent processes Run sales process effectively with organized notes and tasks for follow-ups Provide sales with quality in mind, following call quality processes Clearly articulate Matic value proposition to the client Achieve sales targets for calls, cross-sales and retention Requirements Must have active Personal Lines License in your resident state (Property and Casualty License Preferred) Must be a self-starter with the desire to learn and grow Must not be adverse to a sales-driven mentality Excellent communication skills What We Offer Base Salary: $24.23 - $32.69 Monthly variable bonus target: $3,500 Career advancement - we have a culture that focuses on internal promotion and career growth. You have an ownership stake - all Maticians receive Matic stock options. Unlimited Paid Time Off. Company covered Health, Dental & Vision insurance for each Matician ($0 out of your paycheck for benefits), plus HSA with employer contribution. 401(k) Retirement Plan. Continuing education, licensing and professional development paid for by Matic. A TRUE team culture - One team, one dream is our company motto and while we are working hard to simplify the world of insurance, we never forget to play hard as well - we pride ourselves on frequent team events like happy hours, game nights, volleyball/kickball teams, etc! Modern office environment - we have a trendy HQ in the heart of German Village in downtown Columbus with awesome amenities including ping pong tables, coffee/espresso bar, flavored water bar (sparkling or still, your choice!). About Matic: Matic is a startup with ample opportunities for growth. Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience. Today, Matic’s digital insurance marketplace has over 50 A-rated home and auto carriers, as well as distribution partners in industries ranging from mortgage origination and servicing to banking, auto financing, and much more. We hire rock stars who are passionate about owning their work and