Client Advocate, Personal Lines

Company: Deland, Gibson Insurance Associates Inc.
Location: Worcester
Posted on: May 1, 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.
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Keywords: Deland, Gibson Insurance Associates Inc., Worcester , Client Advocate, Personal Lines, Other , Worcester, Massachusetts