Simply Business
We Protect The Small Businesses You Love.

Operations Specialist

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Simply Business is more than our name. It's how we approach small business insurance: Make it clear. Make it simple. Make it affordable. Founded in 2005 (with our first international office in Boston launched in 2016), Simply Business is an online business insurance brokerage that specializes in one thing: protecting the businesses that entrepreneurs have worked hard to build.

Through blending a combination of technology, data, and insurance knowledge - with 10 years of expertise in the UK in how to build great products for our customers - we are looking to simplify the insurance-buying process for all small businesses across the US.

Right now we’re at the start of that journey. We need people who are looking for a challenge and have the drive and ambition to challenge the boundaries in whatever exciting project they believe in. We believe that people work more productively and imaginatively when they are free from rigid hierarchy and structures and we’re creating a colorful and collaborative environment to help support you in meeting your ambitions.

If you’re smart, passionate about delivering brilliant customer experiences across an integrated online and offline user journey, and enjoy solving complex challenges then you should apply to join our team.

We are seeking an innovative and detail-oriented individual with a positive attitude to join our growing team as an Operations Specialist within our Customer Solutions Center (CSC). The Operations Specialist 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, and directing inbound calls from customers.

The CSC is fast moving and experiences changes to processes on a frequent basis. The Operations 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 the Operations Specialist you will:

  • Enter customer data into an external Insurers Portal
  • Answer inbound calls from prospective customers
  • Prioritize & allocate workload for Licensed Agents
  • Manage call back process
  • Issue Policy documents
  • Assist Licensing Process
  • Quality Check Licensed Agents calls for compliance purposes
  • Update sales reports
  • Manage shared Google Mailbox
  • Document current and future state processes, looking for ways to make processes more efficient

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 as well as excellent attention to detail
  • Ability to prioritize and take initiative, and work well under pressure and deadlines
  • Curious and excited to learn
  • Able to pick up new things quickly
  • Excellent people skills, comfortable working across all levels and departments
  • Has great judgement, discretion and can keep information confidential
  • Has experience documenting current state workflows

What are the benefits?

Working in our Boston Office, you will have the chance to shape a business from the very beginning, and an opportunity to develop and learn new skills across various technology and business areas as you desire.

Plus there’s all the serious (but important) stuff we call "core benefits".

The ‘core’ stuff

Some of these will kick in once you’re confirmed in post, but here’s the summary:

• 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

But there’s so much more to Simply Business than insurance. We also commit to flexible working options, smart working (our offices are kitted out for you to work when and how you choose)and we have a handy online form to put in any training or conference requests.

Best of all, though, are the groups, clubs, and adventures that come with the Simply Business territory. We trek the Sahara for charity, take you on weekends away, throw epic summer parties, meet up for book groups, public speaking coaching and lots, lots more

It’s a big claim but we genuinely believe the Simply Business culture is truly unique. You sort of have to come and spend time with us to appreciate it. So get that application in and we’ll take it from there!

Our values

Everything we do comes down to these five values – empowerment, authenticity, simplicity, learning and pioneering.

In practice, these will mean something unique to every person at Simply Business, but if you’re considering working here, give them some thought. They’re at the heart of our story.

Empowerment

We believe in our people and the positive impact they can have so we enable everyone to stretch themselves

Authenticity

We celebrate diversity, avoid jargon and genuinely care about helping small businesses thrive

Simplicity

We attempt to simplify complex solutions to save our customers time and effort

Learning

We’re never done learning about new possibilities and act to explore them

Pioneering

We’re obsessed with finding new ways to create even better experiences

We want to meet you

As a company, we pride ourselves on inclusion in the workplace. We succeed as an organization because we are comprised of intelligent women and individuals from other underrepresented groups. We understand you don’t find that in a lot of companies, so we’re emphasizing it here should you feel any hesitation to apply for that reason.

The hiring process at Simply Business is focused on candidates who are enthusiastic about the role and company. So even if you don’t fit every qualification listed in one of our job postings, yet you feel you’d be a great fit, we’d love to meet you. With any luck we’ll be seeing you at an interview soon.

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What are Simply Business Perks + Benefits

Simply Business Benefits Overview

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 8 company holidays, and 2 floater days
• A genuine investment in your learning and development
• Annual company trip, regular outings, and volunteer opportunities
• Generous Parental Leave program, for your growing family
• Focus on employee wellbeing with a membership to TalkSpace
• 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 four times a month. 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.

Culture
Volunteer in local community
Simply Business has volunteered with Rebuilding Together, Greater Boston Food Bank, and more.
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
In-person all-hands meetings
Employee awards
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Our "Simply Scary" Halloween party brought together the families of our team for costumes, trick or treating, cookie decorating, a photo booth, and more!
Vacation & Time Off Benefits
Generous PTO
Simply Business offers a generous 25 days of vacation per year for all employees.
Paid volunteer time
Sabbatical
Eligible employees get 2 weeks of paid sabbatical after 5 years at SB and 4 weeks of paid sabbatical after 10 years at SB.
Paid holidays
Paid sick days
Employees receive 10 sick days per year.
Floating holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Monthly "First Thursday" events have included bowling, museums, food tours, Halloween parties, and more. Something different happens every month!
Free snacks and drinks
Some meals provided
Simply Business provides a weekly catered lunch on Wednesdays.
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Home-office stipend for remote employees
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training

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