Personal Lines Client Advocate
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Job Location:
Wellesley, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Deland Gibson is a well-established Five Star Accredited Insurance Agency and a recognized Best Agency to Work For by Insurance Journal. We combine a long-standing reputation with a forward-thinking innovative approach to serving our clients and developing our team.
Were looking for a Client Advocate to join our Personal Lines team in Wellesley! An ideal opportunity for someone who is detail-oriented client-focused and energized by delivering exceptional service. This is an excellent opportunity to build a career in insurance while working in a collaborative supportive environment.
As a Client Advocate youll be a key part of delivering an exceptional client experience. Youll work closely with our Account Managers Producers and carrier partners by handling service requests assisting with policy updates and helping ensure our clients feel informed and supported.
This role is ideal for someone who thrives in a fast-paced environment enjoys problem-solving and takes pride in accuracy and follow-through.
What Youll Do
- Provide responsive professional service to clients via phone and email
- Assist with policy changes endorsements billing questions and renewals
- Partner with Account Managers and Producers to deliver a seamless client experience
- Communicate with insurance carriers to support client requests and resolve issues
- Process documentation including applications cancellations and policy updates
- Maintain accurate records in our agency management system
- Follow up on requests to ensure timely completion and a positive client experience
What You Bring
- Minimum of 1 year of experience in a customer service or administrative role (insurance experience a plus but not required)
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Comfort working with technology and learning new systems (experience with Applied Epic is a plus)
- Ability to manage multiple priorities in a fast-paced team-oriented environment
- Bachelors degree preferred
Why This Role is a Great Opportunity
- Clear path for growth into Account Manager and other advanced roles
- Hands-on training and mentorship from experienced professionals
- Opportunity to build expertise in a stable growing industry
- Exposure to clients carriers and insurance operations
Work Environment
- Based in our Wellesley MA office
- Collaborative team-driven culture with strong leadership support
- Fast-paced environment with opportunities to learn and grow
Why Join Deland Gibson
- Recognized as one of the Best Agencies to Work For
- Strong investment in training licensing and professional development
- Supportive collaborative culture
- Opportunity to grow within a respected and expanding organization
- A culture that values innovation teamwork and continuous improvement
Our 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 has built a reputation as a trusted advisor to our clients. While weve evolved over time our commitment to delivering expert guidance strong relationships and forward-thinking solutions remains at the core of who we are.
About Company
DELAND, GIBSON: A TRUSTED CHOICEWhat Would you Like to Insure?FILE A CLAIMMAKE A PAYMENTPROVIDING PEACE OF MIND THROUGH PROACTIVE SERVICEDeland, Gibson: a Trusted Choice, Five Star Accredited independent insurance agency. Established ... Read More
