Licensed Service Agent

Simply Business • Boston, MA

8d • Hybrid

About The Position

Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies – all online. Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers – one that empowers their entrepreneurial spirits. More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston. We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.

The Customer Solutions Center (CSC) is all about giving our customers a great experience. We're on the hunt for a customer-centric and detail-oriented Licensed Service Agent to join our growing team. As a Licensed Service Agent, you'll be the main point of contact for service inquiries, helping customers with their policies and making sure they have a great experience every time.

Requirements

• A Property & Casualty Producer license.
• At least one year of experience in commercial insurance customer service or a similar complex insurance environment.

Nice To Haves

• A proven track record of meeting or exceeding service level targets.
• The ability to clearly explain our insurance products to customers and handle different questions and objections.
• Excellent communication and customer service skills—you can adapt your style to engage with different customers.
• Strong attention to detail.
• The ability to use multiple computer systems at once.

Responsibilities

• Handle customer service inquiries via inbound and outbound calls, direct email, and ZenDesk Customer Service software
• Resolve and assist customer issues effectively while delivering a positive customer experience
• Process policy cancellations & rewrites as appropriate
• Quote and process policy renewals
• Send Certificates of Insurance & policy documents as requested
• Use relevant systems to update information on customer accounts
• Ensure a smooth process is followed regarding payment of premiums and the issue of documentation
• Effectively manage call backs and follow ups
• Identify opportunities to improve customer service processes and enhance the customer experience

Benefits

• Group plan for medical, dental, vision, and prescription drug coverage.
• Short term disability, long term disability, and life insurance coverage.
• Participation in the Company’s bonus program-Participation in 401(k) plan with a 5% employer match.
• Commuter benefits to help cut down on parking and public transit costs.
• 25 days of vacation time plus 10 sick days and 10 company holidays.
• A genuine investment in your learning and development-Regular team outings and volunteer opportunities.
• An awesome office space.
• A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed