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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