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.
pi510d3221a8f0-5001
