Client Advocate, Personal Lines

Company: Deland, Gibson Insurance Associates Inc.
Location: Worcester
Posted on: May 7, 2025

Job Description:

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.
        PI4c872890365d-37820-31955001

Keywords: Deland, Gibson Insurance Associates Inc., Cambridge , Client Advocate, Personal Lines, Other , Worcester, Massachusetts