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Current vacancies

Licensed Insurance Agent

Boston, MABoston Customer Solutions CenterPermanent (Full-Time)Boston Customer Solutions Center

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Simply Business is more than our name. It's how we approach insurance: Make it clear. Make it simple. Make it affordable. By combining exceptional talent, technology, data, and knowledge, Simply Business is the go-to online insurance brokerage that protects small businesses and the entrepreneurs who work hard to build them. 

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.

We need Licensed Insurance Agents to join us in Boston, MA.

Our Customer Solutions Center (CSC) is a growing department that helps shape the processes and approach Simply Business takes with its customers. It allows for development and knowledge gain to support individual growth both within the department as well as in other departments within the business.

As a Licensed Insurance Agent you will be making outbound and receiving inbound telephone calls, with the aim of selling new business policies to prospective customers. You will follow the whole process through to completion, including supporting the customer and ensuring that payment details and direct debits are completed accurately. You will be using various systems to complete your daily duties. Full training will be provided by our Learning and Development team.

As a Licensed Insurance Agent, you will:

  • Have the ability to develop new business opportunities
  • Be capable of overcoming customer objections throughout a sales process
  • Ensuring maximum business leads with successful sales techniques
  • Deal with internal departments to optimize quality of service, business growth, and customer satisfaction
  • Adhere to all compliance and quality standards
  • Use relevant systems to update information held on customer accounts
  • Respond to emails and handle high volumes of calls and leads relating to new business
  • Communicate and liaise with customers using appropriate methods to ensure a good customer journey
  • Ensure a smooth process is followed regarding payment of premiums and the issue of documentation
  • Effective management of call backs and follow ups
  • Respond to and follow up sales enquiries using appropriate methods
  • Attend and be present at internal meetings with other company functions as needed
  • Provide ongoing customer support, issuing quotes and policy documents, handling inbound calls from customers, processing renewals, cancellations and certificates of insurance, and make changes to current policies and issuing cancel / rewrites when necessary

What we are looking for:

  • P&C Producer license
  • Someone who is passionate about the customer experience
  • Be computer literate with the ability to navigate and use multiple systems
  • Good active listening skills, with the ability to show acknowledgement to customers
  • Be able to adapt one's style to engage with different customers in the right way
  • The ability to recognize and understand different customer needs and treat each customer as an individual
  • Communicate information on our different products that shows real value to each customer
  • Be able to deal with different customer concerns, questions, and objections
  • Ensure that all interactions result in a positive experience for the customer regardless of the sale outcome
  • A team player who is able to work with others as well as in isolation when required
  • Self-motivated with the drive to reach realistic & stretching targets
  • Experience in commercial insurance lines or in a complex insurance domain
What are the benefits?

Here are some of the great benefits and perks that come from being a Simply Business employee:
• A salary that reflects your experience, our pay policy, and the market we’re in from your first day
• 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 3% 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
• Annual company trip, regular outings, and volunteer opportunities 
• An awesome WeWork office with cold brew coffee and other beverages on tap, local pop-up events, and more 

Simply Business is an equal opportunity employer. We're committed to welcoming and helping to grow employees within an inclusive & diverse culture. And that commitment starts with our interview process. 

Once you apply, your info will be reviewed in a committee with employees from different levels, teams, 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!

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

What's going on with work from home and return to the office?

More and more, people are talking about going back to the workplace and the new normal. At Simply Business, we’re thinking of it as a Better Normal. That means offering our SBers more choice and greater flexibility to work in a way that’s best for their particular job, their teams, and their lives.

We’re shifting to a hybrid working model, so we’ll have employees working virtually and in the office at any given time.

We’re also aware there are times when working together in person is the best way to get things done. We expect our SBers to connect in their hubs (that’s what we call our offices) most likely once every few weeks. That said, there’s no one-size-fits-all solution, so we expect all SBers and their teams will find the operating rhythm that works best for them.

If you’re wondering what it might be like for you at Simply Business, our Talent Acquisition is happy to answer any questions. In fact for them, it’s perfectly normal.

Most of our interviews will still take place over Zoom (however, depending on the role, there may be the opportunity/expectation to meet members of the team in-person).  If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom – 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 [email protected] Similarly, 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.
Apply now

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Simply Business1 Beacon Street, 15th FloorBoston, MA02108

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*Harborway Insurance policies are underwritten by Spinnaker Insurance Company and reinsured by Munich Re, an A+ (Superior) rated reinsurance carrier by A.M. Best. Harborway Insurance is a trade name of Simply Business, Inc., which is a licensed insurance producer in all 50 states and the District of Columbia.

© Copyright 2021 Simply Business. All Rights Reserved. Simply Business, Inc. is a licensed insurance producer in all U.S. States and the District of Columbia. Simply Business has its registered office at Simply Business, 1 Beacon Street, 15th Floor, Boston, MA, 02108. In the state of California, we operate under the name Simply Business Insurance Agency, Inc., License #0M20593. In the state of New York we operate under the name Simply Business Insurance Agency. In the state of Texas we operate under the name, U.S. Simply Business, Inc. For more information, please refer to our Privacy Policy and Terms & Conditions.