Offer summary

Qualifications:

Must have an active Property & Casualty Producer license., 2+ years of experience in the insurance industry with a proven sales track record., Excellent communication and customer service skills are essential., Strong organizational skills and attention to detail are required..

Key responsabilities:

Engage with potential customers through various communication channels to assess their insurance needs.

Meet or exceed sales targets while providing exceptional customer experiences.

Cross-sell additional products to maximize coverage for customers.

Provide regular reports on sales activities and ensure compliance with insurance regulations.

Job description

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.

We are seeking a highly motivated and results-driven Licensed Sales Agent to join our team. The ideal candidate will have a proven track record in sales, a strong insurance background, and excellent customer service skills. As a Licensed Sales Agent, you will be responsible for generating new business, cross-selling additional products, and achieving monthly sales targets.

Responsibilities:

Engage with potential customers through inbound and outbound calls, emails, and online chat to understand their insurance needs. Provide expert advice to help our customers find suitable insurance coverage.

Consistently meet or exceed sales targets (volume and GWP) and performance metrics while delivering a top-notch customer experience.

Provide regular reports on sales activities and progress.

Cross-sell additional products to new and existing customers to maximize premium and ensure that customers’ businesses are fully covered

Ensure timely follow-up on promised customer communications including callbacks and emails

Participate in ongoing training and development opportunities.

Adhere to all state and federal insurance regulations and company policies. Stay up-to-date on industry trends, product knowledge, and regulatory changes.

What we are looking for:

Must have an active Property & Casualty Producer license

2+ years of experience selling within the insurance industry

Proven track record of achieving and exceeding sales targets

Excellent communication and customer service skills

Ability to deeply understand customer needs and tailor sales communications to confidently sell the benefits of our products to each customer

Excellent organizational and time management skills

Strong attention to detail

Able to utilize CRM and other sales tools proficiently

Additional Information about the role:

You'll receive a competitive base salary plus a lucrative monthly commissions structure

Must be flexible to work within the hours of 8am-8pm Eastern Time, M-F - shift bids are performed quarterly with order of selection determined by performance rankings

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.

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

Once you apply, your info will be reviewed by a team with a mix of levels 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!

Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person.

If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom first regardless – 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 uscareers@simplybusiness.com.

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

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