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