Client Advocate, Personal Lines, Massachusetts

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.

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