持牌保险代理（客户服务）
Licensed Insurance Agent (Customer Service)
这个职位的重要性
我们正在寻找一名持牌保险代理人，加入我们的客户服务团队，专注于现有客户，通过为客户提供支持、销售附加保险产品以及在适用时提供重新制定的保单，来提高保险产品的销售和留存率。在此职位上，向留存经理汇报，您将负责进行续保和新业务审查，处理批改，就理赔相关事项为保单持有人提供指导，并向现有客户销售附加保险产品。此职位需要有效的财产与责任险或个人险执照。
职责
- 进行续保审查，提供保险保障建议，回答问题，并在要求时重新比价
- 能够快速通过电话、电子邮件和短信与客户建立信任关系
- 在遵循一致流程的同时，有条理地记录并完成任务
- 有效执行销售流程，做好有条理的记录和后续跟进任务
- 在销售过程中注重质量，遵循通话质量流程
- 清晰地向客户传达 Matic 的价值主张
- 实现通话、交叉销售和留存的销售目标
要求
- 必须在常住州持有有效的个人险执照（财产与责任险执照优先）
- 必须是自我驱动型，渴望学习和成长
- 必须不排斥以销售为导向的心态
- 优秀的沟通能力
我们提供的福利
- 基本薪资：$24.23 - $32.69
- 每月可变奖金目标：$3,500
- 职业发展 - 我们有注重内部晋升和职业发展的文化。
- 您拥有股权激励 - 所有 Matician 都会获得 Matic 股票期权。
- 无限制带薪休假。
- 公司为每位 Matician 提供健康、牙科和视力保险（无需从您的工资中支付费用），并附带雇主出资的 HSA。
- 401(k) 退休计划。
- 继续教育、执照和专业发展费用由 Matic 承担。
- 真正的团队文化 - “一个团队，一个梦想”是我们公司的座右铭。虽然我们努力简化保险世界，但我们从不忘享受乐趣——我们以频繁的团队活动为荣，比如酒会、游戏之夜、排球/踢球队等！
- 现代化的办公环境 - 我们在哥伦布市中心德国村的心脏地带设有时尚的总部，配备包括乒乓球桌、咖啡机和意式浓缩咖啡机在内的优质设施。
查看英文原文
The Importance of this Role
We are looking for a Licensed 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 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.
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.