Licensed Service Agent

Travelers Canada; Boston (MA); Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Group medical/dental/vision and Rx

401(k) with employer match

Commuter benefits

Vacation and holidays

Learning & development

Team events and volunteering

Hybrid work model

Job summary

Simply Business is seeking a Licensed Service Agent to join its Customer Solutions Center in Boston. You will be the main contact for service inquiries and help customers with policies while ensuring a great experience.

The role requires a Property & Casualty Producer license, strong communication, and the ability to coordinate across multiple systems. The team offers a hybrid work model and competitive benefits.

Qualifications

• 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.

Responsibilities

• Handle customer service inquiries via inbound/outbound calls, email, and Zendesk.
• Resolve and assist customer issues while delivering a positive experience.
• Process policy cancellations and rewrites as appropriate.
• Quote and process policy renewals.
• Send Certificates of Insurance and policy documents on request.
• Use relevant systems to update information on customer accounts.
• Ensure premiums payment and documentation issuance run smoothly.
• Effectively manage callbacks and follow ups.
• Identify opportunities to improve customer service processes and enhance the customer experience.

Skills

Customer service

Insurance product explanations

Communication

Attention to detail

Multi-system navigation

Education

Property & Casualty Producer license

Job description

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.

Responsibilities

• Handle customer service inquiries via inbound and outbound calls, direct email, and ZenDesk 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.

Qualifications

• 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.

Benefits

• 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.

Employment Practices

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