Customer Relations Associate

2 weeks ago


Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full time
Position 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 Management and Insurance Strategy that effectively reduces their overall exposure.

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

Key Responsibilities:

  • Continuously enhance your knowledge across all agency sectors.
  • Deliver an unparalleled customer experience to our clients.
  • Work collaboratively with your team to accomplish tasks with a positive attitude.
  • Assist in preparing quotes, comparing plans, and maintaining client and prospect records.
  • Become proficient in our CRM System – Applied EPIC.
  • Engage with insurance carriers via phone and email to strategize effectively.

Learning Opportunities:

  • Develop effective communication skills tailored for executive interactions.
  • Master business etiquette in customer relations.
  • Enhance decision-making capabilities.
  • Improve time management and prioritization techniques.
  • Refine organizational skills.

Qualifications:

  • A Bachelor's degree with a keen interest in the insurance sector.
  • Flexibility to adapt within a small business environment.
  • Self-driven and accountable to achieve objectives.
  • Attention to detail with strong written and verbal communication skills.
  • Resilience and organizational abilities to handle detailed tasks.
  • 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. Throughout our history, we have evolved while maintaining our identity as a leading insurance and risk management consultant.



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