Jobs in United States › Licensed Insurance Agent (Customer Service)Licensed Insurance Agent (Customer Service) Matic · Remote - USA · Customer Support
USD 24-32 / hourly
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,…
The Importance of this Role
We are looking for a L icensed 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)
Similar jobs Jobs at Matic · Customer Support jobs · Jobs in United States · Remote jobs · Open the interactive board
Global Job Grid