Personal Lines Client Service Representative

Deland, Gibson Insurance Associates; Wellesley (MA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Hands-on training and mentorship

Investment in professional development

Team-driven culture

Job summary

Deland, Gibson Insurance Associates is seeking a detail-oriented Client Advocate to join the Personal Lines team in Wellesley, MA. In this role, you'll provide exceptional service to clients by assisting with policy updates, handling service requests, and collaborating with Account Managers and insurance partners. This position is ideal for someone with strong communication skills, a customer service background, and the ability to thrive in a collaborative and fast-paced environment. Join our supportive culture and be part of a recognized agency committed to professional growth and client satisfaction.

Qualifications

• Minimum of 1 year of experience in a customer service or administrative role.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Comfort working with technology and learning new systems.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Provide responsive, professional service to clients via phone and email.
• Assist with policy changes, endorsements, billing questions, and renewals.
• Partner with Account Managers and Producers to deliver a seamless client experience.
• Communicate with insurance carriers to support client requests and resolve issues.
• Process documentation including applications, cancellations, and policy updates.

Skills

Customer service experience

Attention to detail

Communication skills

Organizational skills

Technology proficiency

Education

Bachelor’s degree

Tools

Applied Epic

Job description

Deland, Gibson is a well-established, Five Star Accredited Insurance Agency and a recognized Best Agency to Work For by Insurance Journal. We combine a long-standing reputation with a forward-thinking, innovative approach to serving our clients and developing our team.

We’re looking for a Client Advocate to join our Personal Lines team in Wellesley! An ideal opportunity for someone who is detail-oriented, client-focused, and energized by delivering exceptional service. This is an excellent opportunity to build a career in insurance while working in a collaborative, supportive environment.

As a Client Advocate, you’ll be a key part of delivering an exceptional client experience. You’ll work closely with our Account Managers, Producers, and carrier partners by handling service requests, assisting with policy updates, and helping ensure our clients feel informed and supported.

This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in accuracy and follow-through.

What You’ll Do

• Provide responsive, professional service to clients via phone and email
• Assist with policy changes, endorsements, billing questions, and renewals
• Partner with Account Managers and Producers to deliver a seamless client experience
• Communicate with insurance carriers to support client requests and resolve issues
• Process documentation including applications, cancellations, and policy updates
• Maintain accurate records in our agency management system
• Follow up on requests to ensure timely completion and a positive client experience

What You Bring

• Minimum of 1 year of experience in a customer service or administrative role (insurance experience a plus, but not required)
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Comfort working with technology and learning new systems (experience with Applied Epic is a plus)
• Ability to manage multiple priorities in a fast-paced, team-oriented environment
• Bachelor’s degree preferred

Why This Role is a Great Opportunity

• Clear path for growth into Account Manager and other advanced roles
• Hands-on training and mentorship from experienced professionals
• Opportunity to build expertise in a stable, growing industryExposure to clients, carriers, and insurance operations

Work Environment

• Based in our Wellesley, MA office
• Collaborative, team-driven culture with strong leadership support
• Fast-paced environment with opportunities to learn and grow

Why Join Deland, Gibson

• Recognized as one of the Best Agencies to Work For
• Strong investment in training, licensing, and professional development
• Supportive, collaborative culture
• Opportunity to grow within a respected and expanding organization
• A culture that values innovation, teamwork, and continuous improvement

Our 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 has built a reputation as a trusted advisor to our clients. While we’ve evolved over time, our commitment to delivering expert guidance, strong relationships, and forward-thinking solutions remains at the core of who we are.