Client Advocate, Personal Lines
: Job Details :


Client Advocate, Personal Lines

Deland, Gibson Insurance Associates

Location: Wellesley,MA, USA

Date: 2024-12-10T20:01:24Z

Job Description:

Client Advocate, Personal Lines

Classification: Salary-Exempt

Location: Wellesley/Franklin/Dennis Port/Worcester, MA

Job Type: Full Time

Great job opportunity with a well-established, Five Star Accredited Insurance Agency! Voted as one of the Best Agencies to Work for through the Insurance Journal.

The Client Advocate plays a crucial role on our Personal Lines team, working closely with clients and Account Managers to provide superior customer service.

What you'll do:

  • Be a sponge – obtain comprehensive knowledge of all agency systems and processes
  • Provide clients with industry-leading customer service
  • Work with the team and do whatever is needed to get the job done – have a “can-do” attitude
  • Assist with Certificates of Insurance, applications, cancellations, and other client needs
  • Learn and master our CRM system – Applied Epic
  • Communicate with carriers via phone and email to problem-solve

What you'll need:

  • Bachelor's degree with interest in all things Insurance
  • Ability to be flexible in the Small Business environment
  • Self-motivation and accountability to get the job done
  • An eye for detail and great written and verbal communication skills
  • Grit and organizational skills to complete detailed tasks
  • Team player, able to work with all levels of the organization effectively and efficiently

What We Offer:

  • Collaborative work environment
  • Work-Life Balance
  • Comprehensive time-off package including paid vacation, holidays, sick and PTO
  • Health Insurance, Dental, Vision, 401K and more
  • Hybrid schedule
  • Opportunity for continuing education, subsidized by DG

Deland Gibson Core Values:

  • We Work with Urgency
  • We show Compassion
  • We are Life-Long Learners
  • We Have Grit
  • We Innovate

About Deland, Gibson:

Established in 1900, Deland, Gibson is a Massachusetts insurance agency that has thrived working as a trusted advisor for its client base. Through a handful of subtle name changes over the past century Deland, Gibson has maintained its identity as an industry-leading insurance and risk management advisor.

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