Client Advocate, Personal Lines

Deland, Gibson Insurance Associates; Worcester (MA); On-site; USD 52,000 - 63,000; Full time

Job summary

A leading insurance agency is seeking a Client Advocate for its Personal Lines team in Worcester, MA. This role centers on delivering exceptional service to clients, supporting Account Managers, and gaining in-depth knowledge of agency processes. The ideal candidate will possess a Bachelor's degree, strong communication abilities, and a collaborative spirit, contributing to a supportive work environment.

Benefits

Collaborative work environment

Work-Life Balance

Comprehensive time-off package

Health Insurance

Opportunity for continuing education

Qualifications

• Bachelor's degree with interest in insurance.
• Great written and verbal communication skills.
• Ability to work effectively with all levels of the organization.

Responsibilities

• Provide clients with industry-leading customer service.
• Assist with Certificates of Insurance, applications, and cancellations.
• Learn and master our CRM system.

Skills

Flexibility

Communication

Detail Orientation

Self-Motivation

Teamwork

Education

Bachelor's Degree

Tools

Applied Epic

Job description

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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:

• 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


• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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