Insurance Risk Reduction Specialist

3 weeks ago


Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full time
Job Overview

Deland, Gibson Insurance Associates Inc. is seeking a highly motivated and detail-oriented Client Advocate Associate to join our team. As a Client Advocate Associate, you will play a crucial role in providing exceptional customer service to our clients and working closely with our team to build and maintain strong relationships.

The ideal candidate will have a strong interest in the insurance industry and be eager to learn and grow with our company. You will be responsible for assisting with quoting, plan comparisons, and storing client/prospect information, as well as communicating with carriers via phone and email to strategize.

We are looking for a team player who is flexible, self-motivated, and accountable. If you are a detail-oriented individual with excellent communication skills and a passion for the insurance industry, we encourage you to apply.

Key Responsibilities
  • Provide exceptional customer service to clients and prospects
  • Assist with quoting, plan comparisons, and storing client/prospect information
  • Communicate with carriers via phone and email to strategize
  • Learn and master our CRM System - Applied EPIC
  • Work closely with our team to build and maintain strong relationships
What You'll Learn
  • Proper and effective communication skills with executives
  • Business etiquette with customers
  • Decision making skills
  • Time management and prioritization skills
  • Organization skills
About Us

Established in 1900, Deland, Gibson Insurance Associates Inc. is a Massachusetts insurance agency that has thrived working as a trusted advisor for its client base. Through a handful of subtle name changes over the past century, Deland, Gibson has maintained its identity as an industry leading insurance and risk management advisor.



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