Client Advocate, Personal Lines

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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