Licensed Service Agent
Simply Business · Boston, MA · 2 wk ago
$50k–$83k/yrFull-time
Job Summary
The Customer Solutions Center (CSC) is seeking a Licensed Service Agent to provide exceptional customer service and support. This role involves handling customer inquiries, processing policy changes, and ensuring a seamless customer experience.
What You Will Do
- 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
- Manage call backs and follow ups
- Identify opportunities to improve customer service processes and enhance the customer experience
Requirements
- 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—can adapt your style to engage with different customers
- A strong attention to detail
- The ability to use multiple computer systems at once
- A Property & Casualty Producer license
- At least one year of experience in commercial insurance customer service or a similar complex insurance environment
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