Matt Roberts Agency is an independent insurance agency located in Wake Forest, NC dedicated to helping individuals , families, and businesses protect what matters most. We provide personalized guidance and tailored coverage solutions across home, auto, business and life insurance. Our team focuses on trusted advice, responsive service, and long-term client relationships.
COME GROW WITH OUR TEAM!!!
About Us:
- Locally owned Independent Insurance Agency
- Fun, friendly, family work atmosphere
- Team approach to sales and servicing
- High staff and client retention
Benefits:
- Competitive Salary
- Bonus Opportunities
- Company SIMPLE IRA (3% Matching after Review)
- PTO and Paid Holidays
- Professional Development
- Job Stability in a Growing Industry
Responsibilities:
- Servicing Current Book of Business
- Making Policy Changes
- Cross Selling Existing Book
- Quoting & Selling New Policies
- Explain differences in Policy Specifics so clients can make Informed Decisions
- Respond to Clients’ Questions
- Follow up with Clients regularly
Qualifications:
- Hold an active North Carolina Property and Casualty Insurance License and have a minimum of two years Insurance Industry Experience
- Demonstrate strong knowledge of Insurance Products and Usages, Rating Procedures, Underwriting Procedures, Coverages, and Industry Operations to effectively manage, maintain, and write Assigned Clients and Prospects.
- Demonstrate strong Customer Focus and an excellent Phone Manner; display strong written and verbal communication skills.
- Have the ability and tact to handle difficult Customer Phone Calls and solve Complex Problems without direct supervision.
- Have a strong sense of Urgency, Attention to Detail, Organization, Multi-Tasking, and Time Management skills.
- Technology and Computer proficiency including Agency Management Systems.
- Preferred but not required active North Carolina Life Insurance License.
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
Experience:
- Insurance: 2 years (Required)
Language:
License/Certification:
- Property & Casualty License (Required)
Work Location: Hybrid remote in Wake Forest, NC 27587
