Insurance Sales Assistant Jobs Near Me

The Importance of this Role

The Insurance Sales Representative role provides a 4-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.

Responsibilities 

• 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

Requirements 

• 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

• Guaranteed Base Pay: Competitive hourly rate of $19.23 to $20.19
• Monthly Bonus: Monthly performance bonuses with a monthly target of $4,750 and the potential to reach $9,500 based on total policies sold, policies per customer and close rate 
• Matic Stock Options - all employees have ownership in Matic
• Flexible Paid Time Off - take off as much time as you need - we support work / life balance
• Medical, Dental & Vision insurance - Matic pays 100% for employees 
• Health Savings Account  - with monthly employer contribution
• 401(k) Retirement Plan Option
• Voluntary Life, Accident and Short-Term Disability Insurance 
• Continuing education -  licensing and professional development paid for by Matic.
• Career advancement - we have a culture that prioritizes internal promotion and career growth 
• A TRUE team culture - One Team, One Dream is our company motto
• Frequent team events & activities - happy hours, charity events, game nights, volleyball/kickball teams, etc.
• Modern and casual office environment with various amenities - ping pong table, coffee/espresso bar, flavored water bar, etc.

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 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.

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.

Disclaimers

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.

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

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