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Commercial Lines Client Specialist
2 months ago
Position Overview:
The Client Advocate for Commercial Lines is a pivotal role within our organization, dedicated to delivering exceptional service to our clients. This position is integral to our Commercial Lines team, collaborating closely with clients and Account Managers to ensure their needs are met with the highest standards of service.
Key Responsibilities:
- Develop a thorough understanding of all agency systems and procedures to enhance client interactions.
- Deliver outstanding customer service that sets industry benchmarks.
- Work collaboratively with the team, demonstrating a proactive and positive approach to problem-solving.
- Assist clients with various requests, including Certificates of Insurance, applications, and cancellations.
- Become proficient in our CRM system, Applied Epic, to manage client information effectively.
- Engage with insurance carriers via phone and email to resolve client issues promptly.
- A Bachelor's degree with a keen interest in the insurance sector.
- Flexibility and adaptability in a dynamic small business environment.
- Self-driven with a strong sense of accountability.
- Excellent attention to detail, along with strong written and verbal communication skills.
- Demonstrated organizational skills and perseverance to manage complex tasks.
- A collaborative mindset, capable of working effectively across all organizational levels.
- A supportive and collaborative work culture.
- Balance between work and personal life.
- A comprehensive benefits package, including paid time off, health insurance, and retirement plans.
- Flexible work arrangements, including hybrid options.
- Opportunities for professional development, with costs covered by the company.
- We act with urgency.
- We demonstrate compassion.
- We are committed to lifelong learning.
- We embody grit in our work.
- We embrace innovation.
Founded in 1900, Deland, Gibson is a leading insurance agency in Massachusetts, recognized for its commitment to serving clients as a trusted advisor. Over the years, we have maintained our reputation as a premier insurance and risk management consultant, adapting to the evolving needs of our clientele.
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