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Commercial Lines Insurance Advocate

2 months ago


Franklin, United States Deland, Gibson Insurance Associates Inc. Full time

About the Role:

We are seeking a highly motivated and detail-oriented Client Advocate to join our Commercial Lines team at Deland, Gibson Insurance Associates Inc. As a Client Advocate, you will play a crucial role in providing exceptional customer service to our clients and working closely with our Account Managers to ensure seamless service delivery.

Key Responsibilities:

  • Develop comprehensive knowledge of all agency systems and processes to provide accurate and timely support to clients.
  • Provide industry-leading customer service to clients, responding to their inquiries and resolving issues in a professional and courteous manner.
  • Collaborate with the team to achieve common goals and objectives, demonstrating a "can-do" attitude and a willingness to go above and beyond to meet client needs.
  • Assist with Certificates of Insurance, applications, cancellations, and other client needs, ensuring accuracy and attention to detail.
  • Learn and master our CRM system, Applied Epic, to effectively manage client interactions and data.
  • Communicate with carriers to problem-solve and resolve client issues, demonstrating strong written and verbal communication skills.

Requirements:

  • Bachelor's degree with a strong interest in the insurance industry.
  • Ability to work in a fast-paced, dynamic environment with a high level of flexibility.
  • Self-motivation and accountability to deliver high-quality results and meet client expectations.
  • Strong attention to detail and excellent written and verbal communication skills.
  • Ability to work effectively with all levels of the organization, demonstrating a team player attitude.

What We Offer:

  • A collaborative and dynamic work environment.
  • A comprehensive time-off package, including paid vacation, holidays, sick leave, and PTO.
  • Health insurance, dental, vision, 401(k), and other benefits.
  • A hybrid schedule that balances work and personal life.
  • Opportunities for continuing education and professional development, subsidized by Deland, Gibson.

About Deland, Gibson:

Established in 1900, Deland, Gibson is a Massachusetts-based insurance agency that has thrived as a trusted advisor to its client base. Through subtle name changes over the past century, Deland, Gibson has maintained its identity as an industry-leading insurance and risk management advisor.