Licensed Service Agent
Simply Business, Boston, MA, United States
Customer Solutions Center Licensed Service Agent
The Customer Solutions Center (CSC) is all about giving our customers a great experience. We're on the hunt for a customer-centric and detail-oriented Licensed Service Agent to join our growing team. As a Licensed Service Agent, you'll be the main point of contact for service inquiries, helping customers with their policies and making sure they have a great experience every time.
What Will You 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
Effectively manage call backs and follow ups
Identify opportunities to improve customer service processes and enhance the customer experience
What Will Our Ideal Candidate Have?
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 skillsyou can adapt your style to engage with different customers.
Strong attention to detail.
The ability to use multiple computer systems at once.
What is a Must Have?
A Property & Casualty Producer license.
At least one year of experience in commercial insurance customer service or a similar complex insurance environment.
Here are some of the great benefits and perks that come from being a Simply Business employee:
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.
Simply Business is an equal opportunity employer. We're committed to welcoming and helping employees grow within an inclusive & diverse culture.
The Customer Solutions Center (CSC) is all about giving our customers a great experience. We're on the hunt for a customer-centric and detail-oriented Licensed Service Agent to join our growing team. As a Licensed Service Agent, you'll be the main point of contact for service inquiries, helping customers with their policies and making sure they have a great experience every time.
What Will You 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
Effectively manage call backs and follow ups
Identify opportunities to improve customer service processes and enhance the customer experience
What Will Our Ideal Candidate Have?
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 skillsyou can adapt your style to engage with different customers.
Strong attention to detail.
The ability to use multiple computer systems at once.
What is a Must Have?
A Property & Casualty Producer license.
At least one year of experience in commercial insurance customer service or a similar complex insurance environment.
Here are some of the great benefits and perks that come from being a Simply Business employee:
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.
Simply Business is an equal opportunity employer. We're committed to welcoming and helping employees grow within an inclusive & diverse culture.