Insurance Advocate

4 weeks ago


Wellesley, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full time
Job Title: Client Advocate, Personal Lines

We are seeking a highly motivated and detail-oriented Client Advocate to join our Personal Lines team at Deland, Gibson Insurance Associates Inc.

About the Role:

The Client Advocate plays a critical role in providing exceptional customer service to our clients. As a key member of our team, you will work closely with clients and Account Managers to ensure seamless communication and resolution of client needs.

Key Responsibilities:

  • Develop comprehensive knowledge of our agency systems and processes to provide expert guidance to clients
  • Provide industry-leading customer service through proactive communication and issue resolution
  • Collaborate with the team to achieve shared goals and objectives
  • Assist with Certificates of Insurance, applications, cancellations, and other client needs
  • Master our CRM system, Applied Epic, to optimize client interactions
  • Communicate effectively with carriers via phone and email to resolve client issues

Requirements:

  • Bachelor's degree with a focus on insurance or a related field
  • Ability to work in a fast-paced, dynamic environment with flexibility and adaptability
  • Self-motivation and accountability to deliver high-quality results
  • Excellent written and verbal communication skills, with attention to detail
  • Strong organizational skills, with the ability to prioritize tasks and manage multiple projects
  • Team player with excellent interpersonal skills, able to work effectively with all levels of the organization

What We Offer:

  • A collaborative and supportive work environment
  • Comprehensive time-off package, including paid vacation, holidays, sick leave, and PTO
  • Health insurance, dental, vision, 401K, and other benefits
  • Hybrid schedule with flexibility to balance work and personal life
  • Opportunities for continuing education and professional development

About Deland, Gibson Insurance Associates Inc.:

Established in 1900, Deland, Gibson is a trusted advisor to our clients, providing expert insurance and risk management solutions. We value our core values of working with urgency, showing compassion, being lifelong learners, having grit, and innovating to deliver exceptional results for our clients and team members.


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