About this role.
Matic is hiring a remote, licensed Personal Lines or P&C Insurance Agent to advise consumers and sell home and auto insurance products. The role handles qualified inbound leads as well as outbound prospecting, policy binding, payment processing, documentation, and follow-up. Success depends on meeting sales goals while delivering accurate coverage recommendations and high-quality customer service. Candidates need an active P&C or Personal Lines license, at least one year of phone sales experience, remote-work experience, and authorization to work in the United States. The position combines a guaranteed hourly base rate with monthly performance bonuses tied to policy sales, policies per customer, and close rate.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
3/5Pace & Pressure
4/5Autonomy Level
3/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
Skills and capabilities most closely associated with this opportunity.
Sample interview questions
I begin with discovery questions about the customer's property, vehicles, current coverage, lender requirements, risk tolerance, and budget. I then explain the relevant options in plain language, compare deductibles, limits, and exclusions, and confirm the customer understands the recommendation before moving to purchase.
I treat suitability and accuracy as non-negotiable. I focus on understanding the customer's actual needs, document key details, present appropriate options transparently, and never recommend coverage solely to increase premium or close a sale. This approach builds trust and supports sustainable close rates.
I use a structured workflow with CRM tasks, call notes, prioritized follow-up windows, and calendar blocks for documentation. After each conversation, I capture next steps immediately, send any promised information promptly, and review my pipeline daily so no customer or policy deadline is missed.
I verify the applicant and property or vehicle information, confirm selected coverages, limits, deductibles, effective date, payment details, and any lender requirements. I also review required disclosures and documentation, resolve discrepancies, and obtain customer confirmation before completing the binding process.
I acknowledge the concern, ask what is driving it, and make sure the customer understands what the quote includes. When appropriate, I review alternative deductible, coverage, bundling, or carrier options without compromising needed protection, then clearly explain the trade-offs so the customer can make an informed decision.
The Importance of this Role
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. 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
- 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
Requirements
- 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 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
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.
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