Matic

• Design and refresh a wide range of marketing materials, including: • Sales collateral such as pitch decks, flyers, case studies • Content marketing assets such as whitepapers, reports, and infographics • Email graphics and layouts • Conference and event materials such as signage, booth graphics, handouts, and swag • Occasional website or landing page design support

• Handling incoming calls from customers seeking a better insurance option (typically going through the mortgage process) • 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 • Responsible for keeping P&C license and continuing education up to date and within good standing

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Licensed Insurance Agent (P&C or Personal Lines) 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. - Handling incoming calls from customers seeking a better insurance option (typically going through the mortgage process) - 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 - Responsible for keeping P&C license and continuing education up to date and within good standing Qualifications - Active Personal Lines or P&C Insurance License - 1+ year of phone sales experience - 1+ year experience working remote - Ability to continue learning and growing as a professional in the industry (certifications, designations, networking, industry trade articles and books, etc.) - 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 questions, and learn from feedback Requirements - 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. Company Description 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 - 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

• Identify, structure, negotiate, and execute complex strategic partnerships with a wide array of partners across new and existing verticals in mortgage, home, consumer and financial services • Work effectively with C-Level executives at external partnerships to identify stakeholders, win deals and build long term partnerships • Lead sales presentations in person and over video conference to key external decision makers • Work closely with marketing, product, operations, and legal/compliance teams to identify impactful opportunities and drive partnerships to deployment • Execute a plan of attack for RFPs taking full ownership of the internal and external collaborative efforts needed to succeed

• Focus on high-level lead generation to penetrate large banks and mortgage lenders • Map complex organizations and identify key decision-makers • Orchestrate personalized outreach through various channels • Conduct initial discovery calls and validate opportunities • Identify new verticals for test campaigns • Collaborate with team for growth and strategy