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Service Specialist

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 are seeking an innovative and detail-oriented individual to join our growing team as a Service Specialist within our Customer Solutions Center (CSC). The Customer Solutions Center is the sales and service department at Simply Business - striving to provide a great experience to all current and future customers! 

The Service Specialist is an entry level role and will be responsible for providing operational support, as well as managing the administrative support needed to assist the CSC in making sales, providing ongoing customer support, issuing quotes and policy documents, handling inbound calls from customers, processing renewals, cancellations, and certificates of insurance.  

The CSC is fast moving and experiences changes to its processes on a frequent basis. The Service Specialist will need to have a flexible approach, keen attention to detail, an eye for process documentation, and ideally has experience in making recommendations to improve process efficiencies.

As a Service Specialist you will:

  • Prioritize & allocate workload for Licensed Agents
  • Process cancellations and renewals Issue certificates of insurance 
  • Manage call back process
  • Issue Policy documents
  • Quality check Licensed Agents calls for compliance purposes
  • Update sales reports Manage Zendesk ticketing system and shared Google mailbox
  • Document current and future state processes Look for ways to make processes more efficient
  • Answer inbound calls from prospective and current customers

What we are looking for:

  • Ability to work independently, as well as collaboratively
  • Attention to detail
  • Excellent written and verbal communication skills
  • Proficient in using Google Suite
  • Great organizational planning and problem solving skills
  • Ability to prioritize and take initiative, and work well under pressure and deadlines
  • Curious and excited to learn
  • Ability to pick up new things quickly
  • Excellent people skills and comfortable working across all levels and departments
  • Has great judgement, discretion, and can keep information confidential
  • Has experience documenting current state workflows 
  • Customer service experience 
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.
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© Copyright 2021 Simply Business. All Rights Reserved. Simply Business is a trading name of Xbridge Limited which is authorised and regulated by the Financial Conduct Authority (Financial Services Registration No: 313348). Xbridge Limited (No: 3967717) has its registered office at 6th Floor, 99 Gresham Street, London, EC2V 7NG.