Licensed Service Agent

Simply Business is more than our name. It's how we approach insurance: Make it clear. Make it simple. Make it affordable. By combining exceptional talent, technology, data, and knowledge, Simply Business is the go-to online insurance brokerage that protects small businesses and the entrepreneurs who work hard to build them. 

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.

We are seeking customer-centric and detail-oriented individuals to join our growing team as Licensed Service Agents within our Customer Solutions Center (CSC). The Customer Solutions Center is the service department at Simply Business - striving to provide a great experience to all current and future customers! 

As a Licensed Service Agent, you will act as the primary contact for direct customer service inquiries when handling inbound & outbound service calls and direct email via our ZenDesk Customer Service software. You will also use various automated systems to perform your daily tasks and responsibilities.

•  Handle inbound service calls
• Communicate with customers via direct email
• Respond to emails via our ZenDesk Customer Service software
• Send Certificates of Insurance & Policy documents as requested
• Process credit card payments & make changes to payment method 
• Quote and process policy renewals
• Process policy cancellations & rewrites as appropriate 
• Make changes to current policies as required or requested
• Adhere to all compliance and quality standards
• Use relevant systems to update information held on customer accounts
• Communicate and liaise with customers using appropriate methods to ensure a good customer experience
• Ensure a smooth process is followed regarding payment of premiums and the issue of documentation
• Effective management of call backs and follow ups
• Attend and be present at internal Zoom meetings as needed

• Licensed Property & Casualty Producers
• 6 months Call Center Experience  within the last 3 years
• 1 year Experience in commercial insurance lines or in a complex insurance environment
• 1 year Customer Service Experience
• Someone who is passionate about the customer experience
• Computer literacy with the ability to navigate and use multiple systems
• Active listening skills, with the ability to acknowledge and appreciate customers
• Flexibility to adapt one's style to engage with different customers in the right way
• Sensitivity to recognize and understand different customer needs and treat each customer as an individual
• Ability to explain and communicate information on our commercial products that shows real value to each customer
• Agility to deal with different customer concerns, questions, and objections
• A team player who is able to work with others, as well as in isolation when required

What are the benefits?

Here are some of the great benefits and perks that come from being a Simply Business employee:

• A salary that reflects your experience, our pay policy, and the market we’re in from your first day

• 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

• Annual company trip, regular outings, and volunteer opportunities 

• An awesome WeWork office with cold brew coffee and other beverages on tap, local pop-up events, and more 

Simply Business is an equal opportunity employer. We're committed to welcoming and helping to grow employees within an inclusive & diverse culture. And that commitment starts with our interview process. 

Once you apply, your info will be reviewed in a committee with employees from different levels, teams, and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you'll have the opportunity to meet a variety of people throughout the process. Get excited!

Want more info on working at Simply Business? Check out our careers page: https://www.simplybusiness.com/careers/ 

What's going on with work from home and return to the office?

More and more, people are talking about going back to the workplace and the new normal. At Simply Business, we’re thinking of it as a Better Normal. That means offering our SBers more choice and greater flexibility to work in a way that’s best for their particular job, their teams, and their lives.

We’re shifting to a hybrid working model, so we’ll have employees working virtually and in the office at any given time.

We’re also aware there are times when working together in person is the best way to get things done. We expect our SBers to connect in their hubs (that’s what we call our offices) most likely four times a month. That said, there’s no one-size-fits-all solution, so we expect all SBers and their teams will find the operating rhythm that works best for them.

If you’re wondering what it might be like for you at Simply Business, our Talent Acquisition is happy to answer any questions. In fact for them, it’s perfectly normal.

Most of our interviews will still take place over Zoom (however, depending on the role, there may be the opportunity/expectation to meet members of the team in-person).  If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom – you’ll need WiFi and a laptop, or a 4G-enabled smartphone. If you don’t have access to either of these, or you need support with your application, get in touch with us at uscareers@simplybusiness.com. Similarly, please email us with any questions or if you want to pause your application for a bit – we’ll be happy to keep you updated on future opportunities like the one above.