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Licensed Insurance Agent, Retention

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Columbus, Ohio, United States
Customer Service

About the Role

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>We are looking for a L<strong>icensed Insurance Agent, Retention</strong> on our customer service team focusing on <strong>existing customers</strong> 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 ouyr 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.</p>

<p>This role is an in-office position based out of our Columbus, Ohio location.</p>

<p> </p>

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

<ul>

<li>Conduct renewal reviews, advise on insurance coverages, answer questions, and re-shop when requested</li>

<li>Ability to quickly build rapport with clients over phone, email, and text</li>

<li>Setting and completing tasks with organized notes while following consistent processes</li>

<li>Run sales process effectively with organized notes and tasks for follow-ups</li>

<li>Provide sales with quality in mind, following call quality processes</li>

<li>Clearly articulate Matic value proposition to the client</li>

<li>Achieve sales targets for calls, cross-sales and retention</li>

</ul>

<p> </p>

<p><strong>Requirements</strong></p>

<ul>

<li>Must have active Personal Lines License in your resident state (Property and Casualty License Preferred)</li>

<li>Must be a self-starter with the desire to learn and grow</li>

<li>Must not be adverse to a sales-driven mentality</li>

<li>Excellent communication skills</li>

</ul>

<p> </p>

<p><strong>What We Offer</strong></p>

<ul>

<li>Base Salary: $24.23 - $32.69</li>

<li>Monthly variable bonus target: $3,500</li>

<li>Career advancement - we have a culture that focuses on internal promotion and career growth. </li>

<li>You have an ownership stake - all Maticians receive Matic stock options.</li>

<li>Unlimited Paid Time Off.</li>

<li>Matic covered Health, Dental & Vision insurance for each Matician ($0 out of your paycheck for benefits), plus HSA with employer contribution.</li>

<li>401(k) Retirement Plan.</li>

<li>Continuing education, licensing and professional development paid for by Matic.</li>

<li>A TRUE team culture - One team, one dream is Matic 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! </li>

<li>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!).  </li>

</ul>

<p><strong>About Matic:</strong></p>

<p>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.</p>

<p>We hire rock stars who are passionate about owning their work and are obsessed with finding a better way. Working at Matic means working collaboratively towards one common goal; we are one team with one dream. We have a fast-paced culture that is driven by quality, transparency, and of course fun.</p>

<p> </p>

<p><strong>Disclaimers</strong></p>

<p>Applicants must be currently authorized to work in the United States on a full-time basis now and in the future. This position does not offer sponsorship.</p>

<p>If you require a reasonable accommodation at any stage of the application or hiring process, please reach out to us at HR@Matic.com.</p>

<p>Please note that artificial intelligence tools may be used to assist our hiring team in the review and screening of candidate applications.</p>

<p> </p>

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

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What It's Like to Work Here

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Certified for: Most Loved Workplace Most Loved Workplaces® 2026

Frequently Asked Questions About Working at Matic

Common questions candidates ask about this role and Matic's workplace

Matic delivers an unbiased approach to insurance, combining a powerful digital experience with an agency of trusted advisors. Our goal is to simplify insurance through a digital experience that is built for partners and enhances the home and auto ownership journey. Today, Matic’s insurance marketplace has 60+ A-rated home and auto carriers and 100+ distribution partners across industries from mortgage origination to banking and more. When you join Matic, you’ll join a team that is passionate about owning their work and obsessed with finding a better way.

Please review the specific job listing or contact Matic's recruiting team for details on remote or hybrid work options for this role.

Salary information may vary by role and location. Please check the specific job listing or discuss compensation during the interview process.

Matic is an established organization in its industry. The company is a certified Most Loved Workplace®, highlighting a strong, positive culture and committed workforce.

Key benefit categories include: Health Insurance & Wellness, Financial & Retirement, Time Off & Family, Professional Development, Office Perks. You can view more details on their CertCheck profile.

The day-to-day environment is guided by core values such as People-First Mindset and Relentless Problem Solving and Partnership Mentality.

The company has committed to inclusive practices including: Transparent Communication and Meaningful Work with Purpose.

They have earned Most Loved Workplace® certifications including: Most Loved Workplace Most Loved Workplaces® 2026.

Matic currently has 6 open positions. They are hiring across departments like Sales, Customer Service, Partner Services. You can view all current openings at certcheck.mostlovedworkplace.com/companies/matic/jobs.

The interview process typically involves an initial recruiter screen followed by team interviews. Please contact Matic's recruiting team for specific details on this role's process.

Apply for Licensed Insurance Agent, Retention

Submit your application directly to the Matic team. Let them know why you'd be a great addition to their loved place to work.

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