Client Advocate, Personal Lines

Deland, Gibson Insurance Associates; Worcester (MA); On-site; USD 45,000 - 70,000; Full time

Job summary

Join a well-established, Five Star Accredited Insurance Agency as a Client Advocate in Personal Lines. This role is vital in delivering exceptional customer service and collaborating with Account Managers. You will gain comprehensive knowledge of agency systems, assist clients with various needs, and communicate effectively with carriers. With a focus on work-life balance and a supportive environment, this position offers a chance to grow in the insurance field while embracing core values like urgency, compassion, and innovation. Be part of a team that values your contributions and encourages continuous learning.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401K

Paid Vacation

Holidays

Sick Leave

PTO

Continuing Education Opportunities

Qualifications

• Bachelor's degree with a strong interest in insurance.
• Ability to adapt in a small business environment.

Responsibilities

• Provide clients with industry-leading customer service.
• Assist with Certificates of Insurance and other client needs.

Skills

Customer Service

Communication Skills

Organizational Skills

Attention to Detail

Self-Motivation

Education

Bachelor's Degree

Tools

Applied Epic CRM

Job description

5 days ago Be among the first 25 applicants

Client Advocate, Personal Lines

Classification: Salary-Exempt

Location: Wellesley, 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:

• Obtain comprehensive knowledge of all agency systems and processes
• Provide clients with industry-leading customer service
• Collaborate with the team and be adaptable to various tasks – maintain 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 resolve issues

What you'll need:

• Bachelor's degree with interest in all things Insurance
• Ability to adapt in a Small Business environment
• Self-motivation and accountability
• Attention to detail and strong written and verbal communication skills
• Grit and organizational skills for detailed tasks
• Team player, capable of working effectively at all organizational levels

What We Offer:

• Collaborative work environment
• Work-Life Balance
• Comprehensive time-off package including paid vacation, holidays, sick leave, and PTO
• Health Insurance, Dental, Vision, 401K, and more
• 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 as a trusted advisor for its clients. Despite subtle name changes over the past century, Deland, Gibson has maintained its identity as an industry-leading insurance and risk management advisor.