Simply Business→
CSC Licensed Insurance Agent at Simply Business in MA - Boston
Entry LevelHybridFull-timeMA - Boston$45k–$75k/yr
Skills
property & casualty producer licenseinsurance salescall center experiencecustomer needs assessment
Job Description
Summary: Simply Business is a digital insurance brokerage focused on protecting small businesses. They are seeking Licensed Insurance Agents to enhance customer experiences by guiding them through the sales journey and ensuring they find the right coverage.
Responsibilities:
- 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
Required Qualifications:
- A Property & Casualty Producer license
- At least one year of experience selling insurance in a call center environment
- A passion for customer experience and closing sales
- The ability to understand customer needs, listen actively, and tailor your communication to confidently sell our products
- Excellent communication skills
Preferred Qualifications:
- 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 building, and peer coaching)
Required Skills: Property & Casualty Producer license, Insurance sales, Call center experience, Customer needs assessment
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.
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.