Licensed Service Agent

Simply Business is a digital insurance brokerage specializing in protecting small businesses. We simplify the insurance-buying process by blending technology, data, and insurance knowledge. Our platform allows small business owners to compare quotes from over 20 top-rated providers, customize coverage, and purchase policies online. Founded in the UK in 2005, we are an insurtech pioneer with nearly 20 years of experience supporting small businesses and have been consistently recognized as a best place to work.

About the role

The Customer Solutions Center (CSC) is focused on delivering a great customer experience. As a Licensed Service Agent, you will serve as the primary point of contact for service inquiries, assisting customers with their policies and ensuring a positive experience.

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 and rewrites as appropriate.
• Quote and process policy renewals.
• Send Certificates of Insurance and policy documents as requested.
• Use relevant systems to update information on customer accounts.
• Ensure a smooth process for payment of premiums and issuance of documentation.
• Effectively manage callbacks and follow-ups.
• Identify opportunities to improve customer service processes and enhance the customer experience.

Requirements

• A Property & Casualty Producer license.
• At least one year of experience in commercial insurance customer service or a similar complex insurance environment.
• A proven track record of meeting or exceeding service level targets.
• Ability to clearly explain insurance products and handle questions and objections.
• Excellent communication and customer service skills, with the ability to adapt to different customers.
• Strong attention to detail.
• Ability to use multiple computer systems simultaneously.

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.
• 401(k) plan with a 5% employer match.
• Commuter benefits to help with parking and public transit costs.
• 25 days of vacation time plus 10 sick days and 10 company holidays.
• Investment in learning and development.
• Regular team outings and volunteer opportunities.
• Hybrid working model with flexibility for in-office and remote work.

Pay

The annual base salary range for this position is $50,100.00 - $82,600.00. The actual salary will be determined by factors such as scope, complexity, location, skills, education, and experience. Employees are also eligible for performance-based cash incentive awards.