[All remote jobs](https://jobicy.com/jobs.md)[![Matic logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/08/e681f1cf-221.png)](https://jobicy.com/company/matic.md)[Matic](https://jobicy.com/company/matic.md) # Licensed Insurance Agent (Customer Service) Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move. [Apply for this job](#job-application)[View company](https://jobicy.com/company/matic.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 24–33 / hourDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceOpen levelPublished29 Sep 2026Apply before29 Oct 2026Listing views56Application actions4Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. AI Summary ## The role, at a glance. Matic is hiring a licensed insurance retention agent to support existing policyholders, improve renewals, and cross-sell additional insurance products. The role combines customer advocacy with sales activity, including renewal reviews, coverage guidance, endorsements, claims-related guidance, and policy re-shopping. Success depends on an active resident-state Personal Lines or Property and Casualty license, strong multichannel communication, and disciplined follow-up documentation. This is a full-time, remote U.S.-eligible role with a quality-conscious, target-driven operating environment. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 3/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 3/5GuidedFull ownership ### Communication Load 5/5IndependentCollaborative AI insightThe role requires regulated insurance knowledge, an active license, and the ability to balance policyholder service with retention and cross-sales targets. It is moderately challenging because agents must communicate coverage clearly, manage follow-ups accurately, and maintain call-quality standards in a fast-paced environment. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job medianHighly competitive$28US market range$20–$350$39 AI insightThe disclosed base pay is $24.23-$32.69 per hour, with a midpoint of $28.46 per hour. A reasonable estimated U.S. market base-pay range for a licensed personal-lines insurance retention/customer-service agent is approximately $20-$35 per hour; actual total earnings may be higher because the posting also discloses a monthly variable bonus target of $3,500. ## Core skills Skills and capabilities most closely associated with this opportunity. [Personal Lines Insurance](https://jobicy.com/jobs?search_keywords=Personal%20Lines%20Insurance.md)[Property and Casualty Licensing](https://jobicy.com/jobs?search_keywords=Property%20and%20Casualty%20Licensing.md)[Customer Retention](https://jobicy.com/jobs?search_keywords=Customer%20Retention.md)[Policy Renewals](https://jobicy.com/jobs?search_keywords=Policy%20Renewals.md)[Insurance Sales](https://jobicy.com/jobs?search_keywords=Insurance%20Sales.md)[Cross-Selling](https://jobicy.com/jobs?search_keywords=Cross-Selling.md)[Customer Service](https://jobicy.com/jobs?search_keywords=Customer%20Service.md)[Policy Endorsements](https://jobicy.com/jobs?search_keywords=Policy%20Endorsements.md)[Claims Guidance](https://jobicy.com/jobs?search_keywords=Claims%20Guidance.md)[CRM Documentation](https://jobicy.com/jobs?search_keywords=CRM%20Documentation.md) Sample interview questionsHow do you handle a policyholder who is considering not renewing their insurance policy?I begin by understanding the customer's reason for leaving, such as price, coverage concerns, or service experience. I review the current policy, explain relevant coverage options in plain language, and re-shop or recommend appropriate alternatives when needed. I document the interaction and establish a clear follow-up plan so the customer receives timely support. Describe how you balance customer advocacy with cross-selling goals. I treat cross-selling as a needs-based service rather than a scripted add-on. After resolving the customer's primary concern, I identify coverage gaps or life changes that may make an additional product valuable, explain the benefit clearly, and let the customer make an informed decision. This approach protects trust while supporting retention and sales outcomes. What steps do you take to ensure accurate documentation after a customer interaction? I document the reason for contact, policy details discussed, actions completed, customer preferences, and next steps immediately after the interaction. I use consistent note formats and task reminders to ensure promised follow-ups are completed. Accurate records help maintain compliance, continuity, and a strong customer experience. How would you explain a complex insurance coverage issue to a customer who is unfamiliar with insurance terminology? I avoid jargon and start with the customer’s real-life concern, then explain what the coverage does, what it may not cover, and any available options using simple examples. I pause to confirm understanding and invite questions before moving forward. My goal is for the customer to feel informed rather than pressured. Tell me about your approach to working toward call, cross-sale, and retention targets while maintaining quality. I manage targets through strong preparation, active listening, and reliable follow-up rather than rushing conversations. I review performance trends, use feedback from quality reviews, and refine my approach to improve both conversion and customer outcomes. Maintaining compliant, accurate, and helpful conversations is essential to sustainable performance. Opportunity details ## About this role. 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. 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