Licensed Service Agent

Travelers

Licensed Service Agent providing excellent service for insurance inquiries at Simply Business. Handling customer service inquiries and ensuring a great customer experience.

Posted 7/22/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesJunior💰 $50,100 - $82,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service within the insurance sector, effectively managing inquiries and resolving issues while maintaining a high level of customer satisfaction. Proficient in using multiple systems, including ZenDesk, to enhance service delivery and streamline processes.

Highest-signal resume keywords

Customer Service ExperienceProperty & Casualty Producer LicenseInsurance Product KnowledgeAttention to DetailCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy CancellationsPolicy RenewalsCustomer Account ManagementDocumentation ProcessingService Level Target Achievement

Soft Skills

Problem SolvingAdaptabilityPositive Attitude

Tools & Technologies

ZenDeskMultiple Computer Systems

Certifications & Qualifications

Property & Casualty Producer License

Industry Keywords

Commercial InsuranceCustomer ExperienceInsurance DocumentationCustomer InquiriesCall Management

About the role

Key responsibilities & impact

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 & rewrites as appropriate.
Quote and process policy renewals.
Send Certificates of Insurance & policy documents as requested.
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.

Requirements

What you’ll need

A proven track record of meeting or exceeding service level targets.
The ability to clearly explain our insurance products to customers and handle different questions and objections.
Excellent communication and customer service skills—you can adapt your style to engage with different customers.
Strong attention to detail.
The ability to use multiple computer systems at once.
A Property & Casualty Producer license.
At least one year of experience in commercial insurance customer service or a similar complex insurance environment.

Benefits

Comp & perks

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.