Licensed Insurance Agent, Remote

At Matic, a Most Loved Workplace® certified employer in the Insurance space, Simplifying insurance through digital expertise and trusted advisors.

<p><strong>The Importance of this Role</strong></p>

<p>The Licensed Insurance Agent (P&C or Personal Lines) is responsible for helping drive revenue and growth for the organization. You will be tasked with educating and advising customers on the most optimal personal lines insurance products. Matic specializes in streamlining the process for customers going through the lending process to purchase homeowners insurance. Because of that, Matic is able to deliver qualified leads to our insurance advisors, so you can spend time doing what you do best, selling insurance.</p>

<p> </p>

<p><strong>Responsibilities </strong></p>

<ul>

<li>Handling incoming calls from customers seeking a better insurance option (typically going through the mortgage process) </li>

<li>Advising customers on best insurance options in marketplace</li>

<li>Staying up to date on market trends and carrier products</li>

<li>Make outbound calls to prospective clients, generating interest, and selling insurance</li>

<li>Actively participate in team activities, trainings, and brainstorm sessions</li>

<li>Be a thought leader helping to shape our process of tomorrow</li>

<li>Create a five star customer service resulting in a world class customer satisfaction score</li>

<li>Conduct detailed follow ups via email and phone</li>

<li>Attain sales goals while providing customers with quality</li>

<li>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</li>

<li>Maintains knowledge of new guidelines and procedures by reading all emails</li>

<li>Responsible for keeping P&C license and continuing education

Want to learn more about what it's like to work at Matic? View our full profile.