Licensed Service Agent, Customer Solutions Center

Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies - all online.

Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers - one that empowers their entrepreneurial spirits.

 More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston.

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.

The Customer Solutions Center (CSC) is the sales & service department at Simply Business - striving to provide a great experience to all current and future customers! We are seeking customer-centric and detail-oriented individuals to join our growing team as Licensed Service Agents within the CSC. As a Licensed Service Agent, you will act as the primary contact for direct customer service inquiries.

• Handle customer service inquiries via inbound and outbound calls, direct email, and ZenDesk Customer Service software
• Meet or exceed service level targets
• Resolve customer issues effectively while delivering a positive customer experience
• Assist customers in making policy changes
• 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
• Adhere to all compliance and quality standards

• Licensed Property & Casualty Producers
• 1+ year experience in Customer Service in commercial insurance or a complex insurance environment
• Proven track record of achieving or exceeding service level targets
• Ability to clearly communicate information about our insurance products to each customer, Agility to deal with different customer concerns, questions, and objections
• Excellent communication and customer service skills. Flexibility to adapt one's style to engage with different customers in the right way
• Strong attention to detail
• Computer literacy with the ability to navigate and use multiple systems

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. And that commitment starts with our interview process. 

Once you apply, your info will be reviewed by a team with a mix of levels 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!

Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person. 

If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom first regardless – 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.

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