Personal Lines Client Advocate — Growth & Mentorship

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 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.