Deland, Gibson Insurance Associates Inc.
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
- 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
- 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
- We Work with Urgency
- We show Compassion
- We are Life-Long Learners
- We Have Grit
- We Innovate
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