Insurance Sales Professional

Job Description

The Importance of this Role

The Insurance Sales Professional role provides a 3-week pathway to our Licensed Insurance Agent role following a personal lines licensing program. No license required- Matic will provide all training and licensing! Our Insurance Agent 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.

What You'll Do

Advising customers on best insurance options in marketplace

Staying up to date on market trends and carrier products

Make outbound calls to prospective clients, generating interest, and selling insurance

Actively participate in team activities, trainings, and brainstorm sessions

Be a thought leader helping to shape our process of tomorrow

Create a five star customer service resulting in a world class customer satisfaction score

Conduct detailed follow ups via email and phone

Attain sales goals while providing customers with quality

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

Maintains knowledge of new guidelines and procedures by reading all emails

What You Offer

1-5 years of sales experience

Maintain positive attitude, passion for the product, and a strong work ethic

Excellent ability to multi-task

High moral and ethical integrity

Have excellent communication and customer service skills with the ability to recommend appropriate coverage and insurance options to consumers

Ability to be coached, seek advice, ask question, and learn from feedback

What We Offer

Licensing (Personal Lines Insurance License) and continued education

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

About Matic

Matic is an insurance tech startup who delivers an unbiased approach to insurance. We combine a powerful digital experience with assistance from our team of trusted advisors. Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience.

Our digital insurance marketplace has over 40 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.

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.

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.