CSC Licensed Sales Agent

Simply Business; Boston (MA); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Group medical, dental, vision, and Rx

Short & long term disability and life

401(k) with 5% employer match

Commuter benefits

25 days vacation + 10 sick days + 10 c

Job summary

Simply Business seeks Licensed Insurance Agents to join our Customer Solutions Center in Boston. You’ll guide customers through their sales journey, helping them find the right coverage for their business and driving a great customer experience.

The role is hybrid, with in-office attendance required at least once per month for connections events and team building. A Property & Casualty Producer license and call center insurance experience are essential.

Qualifications

• A Property & Casualty Producer license is required.
• At least one year of experience selling insurance in a call center environment.
• Excellent communication skills and the ability to tailor conversations to customer needs.
• Ability to work in a hybrid role with in-office attendance at least once per month.

Responsibilities

• Handle inbound and outbound calls to increase sales and customer satisfaction.
• Cross-sell additional products to new and existing customers to ensure full coverage.
• Participate in Test and Learn initiatives to drive growth and satisfaction.
• Meet performance metrics for sales, premiums, policies per customer, quality and productivity.
• Follow compliance and quality standards.
• Use internal systems to maintain accurate customer, quote, and policy information.
• Follow up with customers in a timely manner.

Skills

Adaptability

Team player

Self-motivated

Time management

Attention to detail

Multitasking

Excellent communication

Education

Property & Casualty Producer license

Job description

Who Are We?

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.

Who Are We?

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.

Job Category

Operations

Position Type

Permanent

Compensation Overview

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

What Is the Opportunity?

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.

What Will You Do?

• 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.

What Will Our Ideal Candidate Have?

• 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).

What is a Must Have?

• 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.

What Is in It for You?

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.

Employment Practices

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