Client Advocate, Personal Lines
Full Time
Wellesley, MA 02481
Posted
Job description
Client Advocate, Personal Lines
Classification: Salary-Exempt
Location: Wellesley, MA
Job Type: Full Time, 40 hours/week
Great job opportunity with a well-established, Five Star Accredited Insurance Agency in Wellesley! 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 at Deland, Gibson. In this role, you will work with a team to provide incredible service to our clients.
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
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.
Deland Gibson Core Values:
- We Work with Urgency
- We show Compassion
- We are Life-Long Learners
- We Have Grit
- We Innovate
Why us?
Deland, Gibson is a growing agency with a focus on innovation. We urge personal development by encouraging teammates to attend desired classes, earn designations and become involved in the industry. We focus heavily on connecting our team members with our strategic plan to facilitate working at a fast pace to reach our company and team goals.
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