CSC Licensed Sales Agent

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.

Operations

Permanent

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range $45,400.00 - $74,900.00

Target Openings 4

We're looking for Licensed Insurance Agents to join our team. Our Customer Solutions Center (CSC) is a critical part of our business, and as an agent, you'll be a key driver of sales, retention, customer insights, and a great customer experience. You'll take a consultative approach to guide customers through their sales journey, helping them find the right coverage for their business.

This is also a fantastic chance to share your ideas with the wider business to increase sales and improve the customer experience.

• Handle inbound and outbound calls to increase sales and customer satisfaction.
• Cross-sell additional products to new and existing customers to make sure their businesses are fully covered.
• Participate in our Test and Learn initiatives to help drive business growth and customer satisfaction.
• Meet performance metrics for sales, premium, policies per customer, quality, and productivity.
• Stick to all our compliance and quality standards.
• Use our internal systems to keep customer, quote, and policy information accurate and up-to-date.
• Follow up with customers in a timely manner.

• The ability to adapt to frequent change, handle unknowns, and give feedback to help shape new initiatives.
• A team-player attitude who can also work independently.
• A self-motivated mindset with the drive to exceed targets.
• Self-discipline and excellent time management skills.
• Strong attention to detail.
• A willingness to participate in our culture and embody our values of Learning, Empowerment, Authenticity, Pioneering, and Simplicity.
• Excellent computer skills and the ability to multitask.
• The ability to work successfully in both remote and in-office environments (this is a hybrid role with in-office attendance expected at least once per month for connections events, team…