Insurance Client Support Specialist

2 weeks ago


Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full time
Job Overview

At Deland, Gibson Insurance Associates Inc., we are committed to delivering exceptional customer service through proactive measures aimed at minimizing our clients' Total Cost of Risk.

Our approach involves educating and collaborating with clients to develop a comprehensive Risk Reduction and Insurance Strategy that effectively mitigates their overall risk exposure.

The Client Advocate Associate is an integral member of our team. In this position, you will collaborate with a dedicated group to ensure outstanding service for our clientele.


Key Responsibilities:
  • Continuously seek to enhance your knowledge across all agency sectors.
  • Deliver a superior customer experience to our clients.
  • Work cohesively with your team to accomplish tasks with a positive attitude.
  • Assist in generating quotes, comparing plans, and maintaining client and prospect records.
  • Become proficient in our CRM System – Applied EPIC.
  • Engage with insurance carriers through phone and email to strategize effectively.

Learning Opportunities:
  • Develop effective communication skills for interactions with executives.
  • Gain insights into professional etiquette with clients.
  • Enhance decision-making capabilities.
  • Master time management and prioritization techniques.
  • Improve organizational skills.

Qualifications:
  • A Bachelor's degree with a keen interest in the insurance sector.
  • Flexibility to adapt within a dynamic small business environment.
  • Self-driven and accountable to ensure task completion.
  • Attention to detail along with strong written and verbal communication skills.
  • Resilience and organizational skills to manage detailed responsibilities.
  • A commitment to lifelong learning.

About Us: Founded in 1900, Deland, Gibson is a reputable insurance agency in Massachusetts, recognized for its role as a trusted advisor to its clients. Over the years, we have evolved while maintaining our commitment to being a leading insurance and risk management partner.



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