Client Advocate, Personal Lines

Company: Deland, Gibson Insurance Associates Inc.
Location: Wellesley
Posted on: October 27, 2024

Job Description:

Client Advocate, Personal Lines
Classification: Salary-ExemptLocation: Wellesley/Franklin/Dennis Port/Worcester, MAJob 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-solveWhat 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 efficientlyWhat 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.
        
        
        
        
        
        
        PIbc5b32a6260e-37248-31955001

Keywords: Deland, Gibson Insurance Associates Inc., Billerica , Client Advocate, Personal Lines, Other , Wellesley, Massachusetts