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Client Advocate, Personal Lines


Summary Sheet: Call Center - Customer Service

    
Advertiser NameDeland, Gibson Insurance Associates Inc.Advertiser Type:Company
Classification:Call Center - Customer ServiceSubclassification:
Country:United StatesLocation:United States
Language:English - United Kingdom (en-GB) Contact Name:
Employment Type:PermanentWorkhours:Full Time



Position: Client Advocate, Personal Lines


Description:



Client Advocate, Personal Lines







Classification: Salary-Exempt



Location: Wellesley/Franklin/Dennis Port/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

  • Hybrid schedule

  • 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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