Licensed Service Agent

Simply Business is a digital insurance brokerage focused on simplifying the insurance-buying process for small businesses. They are seeking a detail-oriented Licensed Service Agent to be the main point of contact for service inquiries, helping customers with their policies and ensuring a positive customer 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 & 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

Skills

• 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
• 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

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.

Company Overview