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Commercial Lines Client Specialist
2 months ago
The role of the Client Advocate is pivotal within our Commercial Lines division, collaborating closely with clients and Account Managers to deliver exceptional service.
Key Responsibilities:
- Acquire in-depth knowledge of all agency systems and operational procedures.
- Deliver industry-leading customer service to our clients.
- Work collaboratively with the team, demonstrating a proactive and positive attitude.
- Assist clients with Certificates of Insurance, applications, cancellations, and various other needs.
- Master our CRM platform – Applied Epic.
- Engage with carriers through phone and email to resolve issues effectively.
Qualifications:
- Bachelor's degree with a keen interest in the insurance sector.
- Flexibility to adapt within a small business environment.
- Self-driven with a strong sense of accountability.
- Attention to detail coupled with excellent written and verbal communication skills.
- Strong organizational skills and determination to complete detailed tasks.
- A collaborative spirit, capable of working effectively across all organizational levels.
What We Provide:
- A supportive and collaborative work environment.
- Emphasis on work-life balance.
- Comprehensive time-off package including paid vacation, holidays, sick leave, and PTO.
- Health, Dental, and Vision Insurance, along with a 401K plan.
- Hybrid work schedule options.
- Opportunities for professional development, subsidized by the company.
About Deland, Gibson:
Founded in 1900, Deland, Gibson is a respected insurance agency in Massachusetts, known for its commitment to serving as a trusted advisor to its clients. Over the years, despite several subtle name changes, Deland, Gibson has preserved its identity as a leading insurance and risk management consultant.
