Licensed Service Agent

Licensed Service Agent

We’re on the hunt for a customer‑centric and detail‑oriented Licensed Service Agent to join our growing Customer Solutions Center (CSC) team. As a Licensed Service Agent, you’ll be the main point of contact for service inquiries, helping customers with their policies and ensuring a great experience every time.

• Handle customer service inquiries via inbound and outbound calls, direct email, and Zen Desk Customer Service software.
• Resolve and assist customer issues effectively while delivering a positive customer experience.
• Process policy cancellations and rewrites as appropriate.
• Quote and process policy renewals.
• Send Certificates of Insurance and policy documents upon request.
• 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.

• Proven track record of meeting or exceeding service level targets.
• Ability to clearly explain insurance products and handle different questions and objections.
• Excellent communication and customer service skills with adaptability to engage various customers.
• Strong attention to detail.
• Ability to use multiple computer systems simultaneously.
• Property & Casualty Producer license.
• At least one year of experience in commercial insurance customer service or a similar complex insurance environment.

• Group coverage for medical, dental, vision, and prescription drugs.
• Short‑term disability, long‑term disability, and life insurance coverage.
• Participation in the company’s bonus program.
• 401(k) plan with a 5% employer match.
• Commuter benefits.
• 25 days of vacation, 10 sick days, and 10 company holidays.
• Learning and development opportunities.
• Regular team outings and volunteer opportunities.
• Hybrid working model.

Simply Business is an equal opportunity employer. We’re committed to welcoming and helping employees grow within an inclusive and diverse culture.