Insurance Agent Training Program at Simply Business

| Greater Boston Area
Sorry, this job was removed at 11:28 a.m. (EST) on Thursday, July 2, 2020
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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 need self starting, hard working, fun loving, customer centric individuals who are willing to learn and are excited to go above and beyond to provide a world class sales experience. You will help us call out to prospective customers and qualify leads while we train you and support you in becoming a licensed commercial insurance agent. 
This is a growing department that helps shape the processes and approach Simply Business takes with its customers. It allows for development and knowledge gain to support individual growth both within the department as well as in other departments within the business.
As a Customer Solutions Trainee/Lead Qualifier, you will be making outbound calls to prospective leads who have already filled out a quote request online, as well as taking part in self led trainings to support you in becoming a licensed agent.

As a Customer Solutions Trainee/Lead Qualifier you will:

  • Provide a world class customer experience 
  • Call out to prospective leads with the goal of qualifying them for the licensed agents 
  • Learn about insurance, the customer, and Simply Business!
  • Study for and pass the Property & Casualty license test (materials and some time will be provided by Simply Business) 
  • Overcome customer objections throughout a sales process
  • Ensure maximum business leads with successful sales techniques
  • Adhere to all compliance and quality standards (we will teach you!)Use relevant systems to update information held on customer accounts
  • Respond to emails and handle high volumes of calls and leads relating to new business
  • Communicate and liaise with customers using appropriate methods to ensure a good customer journey
  • Ensure a smooth process is followed regarding payment of premiums and the issue of documentation
  • Effectively manage call backs and follow ups using appropriate methods

What we are looking for:

  • Someone who is passionate about the customer experience
  • Someone willing to learn and put the time in to become a licensed insurance agent! 
  • Good active listening skills, with the ability to show acknowledgement to customers
  • Be able to adapt one's style to engage with different customers in the right way
  • The ability to recognize and understand different customer needs and treat each customer as an individual
  • Communicate information on our different products that shows real value to each customer
  • Be able to deal with different customer concerns, questions, and objections
  • Ensure that all interactions result in a positive experience for the customer regardless of the sale outcome
  • A team player who is able to work with others as well as in isolation when required
  • Self-motivated with the drive to reach realistic & stretching targets
  • Experience as a real estate agent, a customer service representative, an investment advisor, and more are all great backgrounds for this role!

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, 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 commuting costs
• 25 days of vacation time plus 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 
As a company, we pride ourselves on inclusion in the workplace. Simply Business is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Want more info on working at Simply Business? Check out our careers page: https://www.simplybusiness.com/careers/ 

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Location

We are located in downtown Boston, accessible to every line on the T and surrounded by a lot of history and a lot of great places to grab lunch.

An Insider's view of Simply Business

How would you describe the company’s work-life balance?

We genuinely care about the work-life balance of our teammates and understand that things come up. That’s why we give our employees the ability to work from home when they see fit, not the other way around. Plus, all of our meetings are remote-friendly, so we never feel like we’re missing out on important conversations!

Mariah

Senior Manager, Customer Communications

What projects are you most excited about?

I've really enjoyed working on the Front End for our Knowledge Center redesign, now called Simply U. Our current blog design has been sufficient, but the redesign will have new features including commenting, recommended articles, and categorization. Additionally, the new design will look much fresher and offer a better experience to customers.

Bryan

Front End Developer

How has your career grown since starting at the company?

When I started at Simply Business, I was given the opportunity to take a leap and take on new responsibilities that I had never done before. My team has supported me and worked with me to help me learn so many new skills. I feel like I have grown in so many ways since starting here and I can't wait to see what is next.

Kelsey

Talent Acquisition Specialist

What projects are you most excited about?

Myself and another female colleague are working on bringing a program called #iamremarkable to SB. It is about female empowerment, which is one of my passions! The program aligns with SB's devotion to gender diversity. It’s exciting that I have been encouraged and supported in this effort and I think it speaks volumes for the company I work for!

Jill

Quality and Insurance Specialist

What are Simply Business Perks + Benefits

Simply Business Benefits Overview

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, 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 commuting costs
• 25 days of vacation time plus 10 company holidays
• Flexible working hours and working from home
• Annual company trip, regular outings, and volunteer opportunities
• An awesome WeWork office with cold brew coffee, beer on tap, local pop-up events, and more

Culture
Volunteer in local community
Simply Business has volunteered with Rebuilding Together, Greater Boston Food Bank, and more.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
SImply Business has many committees across the business including Wellness, Social Impact, and Diversity & Inclusion.
Open door policy
Team owned deliverables
Team based strategic planning
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Simply Business offers a generous 25 days of vacation per year for all employees.
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Monthly "First Thursday" events have included bowling, museums, food tours, Halloween parties, and more. Something different happens every month!
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within
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Product
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