Client Advocate, Personal Lines

Client Advocate, Personal Lines Classification: Salary-Exempt Location : Wellesley, Worcester MA Job Type: Full Time Great job opportunity with a well-established, Five Star Accredited Insurance Agency! Voted as one of the Best Agencies to Work for through the Insurance Journal. The Client Advocate plays a crucial role on our Personal Lines team, working closely with clients and Account Managers to provide superior customer service. What you'll do: Be a sponge - obtain comprehensive knowledge of all agency systems and processes Provide clients with industry-leading customer service Work with the team and do whatever is needed to get the job done - have a "can-do" attitude Assist with Certificates of Insurance, applications, cancellations, and other client needs Learn and master our CRM system - Applied Epic Communicate with carriers via phone and email to problem-solve What you'll need: Bachelor's degree with interest in all things Insurance Ability to be flexible in the Small Business environment Self-motivation and accountability to get the job done An eye for detail and great written and verbal communication skills Grit and organizational skills to complete detailed tasks Team player, able to work with all levels of the organization effectively and efficiently What We Offer: Collaborative work environment Work-Life Balance Comprehensive time-off package including paid vacation, holidays, sick and PTO Health Insurance, Dental, Vision, 401K and more Opportunity for continuing education, subsidized by DG Deland Gibson Core Values: We Work with Urgency We show Compassion We are Life-Long Learners We Have Grit We Innovate About Deland, Gibson: Established in 1900, Deland, Gibson 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.PI299c3c9d17c3-5001

Created: 2025-04-25