Personal Lines Client Advocate
Deland, Gibson Insurance Associates
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. We’re 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 , you’ll be a key part of delivering an exceptional client experience. You’ll 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 You’ll 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 Bachelor’s 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 industryExposure 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 we’ve evolved over time, our commitment to delivering expert guidance, strong relationships, and forward-thinking solutions remains at the core of who we are. #J-18808-Ljbffr Deland, Gibson Insurance Associates
- Deland, Gibson Insurance Associates is seeking a detail-oriented Client Advocate to join the Personal Lines team in Wellesley, MA. In this role, you'll provide exceptional service to clients by assisting with policy updates, handling service requests, and collaborating...Suggested
$73.2k - $109.8k
Job Description As Senior Client Advocate, you will facilitate expedient and accurate resolution to client inquiries, issues, and concerns to the client’s satisfaction. You will provide front‑line service for all matters important to the Benefit Administrator and their...SuggestedContract workTemporary workLocal areaFlexible hours$73.2k - $109.8k
Sun Life is seeking a Senior Client Advocate in Wellesley, Massachusetts, responsible for efficient resolution of client inquiries across Benefit Administrator requests. This role requires strong experience in Group Employee Benefits and excellent problem-solving capabilities...Suggested- ...customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and... ...and Insurance Program to lower their overall risk. The Client Advocate Associate plays a crucial role on our team here at Deland,...SuggestedFlexible hours
- ...monitor and follow through Act as the secondary intake point for any Customer inquiries (calls, emails, web chats, etc.), with the Client Executive being the primary contact Track activities in CRM Responsible for fulfilling reporting requests from customers Maintain tracking...SuggestedFull timeContract workLocal areaFlexible hours
$75k
...Associate Client Advocate The Associate Client Advocate is responsible for supporting the client relationship and the strategy development... ...work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...prominent community service organization in South Boston is seeking a Bilingual Client Advocate. The role involves providing direct case management services to clients living below the poverty line. Responsibilities include maintaining case management files, conducting...
$43.63k
...network of neighborhood sites located throughout Boston and Malden. As a Client Advocate, you will handle direct case management services to clients currently at or below 200% of the Federal Poverty Line who live in Boston, Malden, Medford, and Everett at a neighborhood...Live inWork at office$15 - $23.1 per hour
...featuring an expertly curated assortment of fashion and highly personalized customer service. Its unique approach combines an emphasis on... ...outstanding customer service, excels in developing long-lasting client relationships and succeeds at increasing sales volume. If you...Full time- Boston University is hiring for a role within Information Services & Technology where you will advocate for client technology needs and provide expert support. The position emphasizes collaboration with students, faculty, and staff, focusing on enhancing technology support...
- ...an Associate Banker in Boston to enhance customer experience through exceptional service and relationship building. You'll manage client interactions, perform essential branch operations, and educate customers on technology options. The ideal candidate will have 6+ months...
$75k
The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship...Full timeVisa sponsorshipWork visa- ...strong litigation and trial experience, along with a Juris Doctor degree from an accredited law school. The role involves representing clients in civil cases, conducting legal research, and preparing for trials. Candidates must be licensed to practice in Massachusetts and...
$43.63k
ABCD is hiring a Client Advocate in Boston to provide essential case management services to low-income clients. Responsibilities include maintaining case files, conducting intake processes, and collaborating with local organizations. A high school diploma and relevant experience...Local area$55 - $65 per hour
Rippling is seeking a Life Care Manager to support older adults and their families through professional assessments, recommendations, and client-centered advocacy. This full-time role offers a competitive compensation range of $55-$65 per hour, along with flexible work...Hourly payFull timeFlexible hours- CCD Cape Cod located in Canton, MA, is seeking a motivated and ambitious Commercial Lines Associate Account Manager. The ideal candidate will manage client relationships, handle inquiries about insurance coverages, and process paperwork efficiently. This in-office position...Work at office
- ...Surety Sr. Client Advocate ~202604199 ~Atlanta, Georgia, United States ~Philadelphia, Pennsylvania, United States ~Boston, Massachusetts, United States ~Hartford, Connecticut, United States ~Dallas, Texas, United States ~Houston, Texas, United States...Full timeTemporary workFor contractorsLocal areaVisa sponsorshipWork visaFlexible hours
- ...Natick, Massachusetts, to help families navigate the complexities of aging. You will conduct assessments, create personalized care plans, and support clients' emotional and practical needs. The ideal candidate has a relevant advanced degree, licensure, and experience...Flexible hours
$25 - $45 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of... ...pursue the life they envision through a personal relationship with their advisory team committed... ...performance and contributions of their line of business and/or group; and the overall...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $45 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The most frequent point of contact within Merrill for client service needs. Responsibilities...Hourly paySeasonal workWork from homeShift workDay shift- We Are Legal Revolution in Boston is seeking a private client attorney with a strong background in trusts & estates and estate tax planning. This position offers sophisticated work with high-net-worth individuals and a real opportunity for partnership progression within...
- ...Family Law Attorney to handle complex matters in the Massachusetts Probate and Family Courts. The ideal candidate values meaningful client relationships and thrives in a collaborative, supportive environment. Responsibilities include managing a caseload, representing...
- ...trust administration matters. Candidates must be barred in Massachusetts or show a willingness to become admitted. The firm offers a collaborative, team-oriented culture and the opportunity to work with sophisticated clients. #J-18808-Ljbffr Marina Sirras & Associates LLCWork at office
- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at... ...Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...Support Specialist Provide peer recovery support services to clients with substance use disorder (SUD) and to achieve sustained... ...plan for clients. Monitor client progress in treatment and advocate for services. Assist client in navigating the healthcare system...Work at officeLocal area
- ...Position At Gallagher, we help clients face risk with confidence... ...claims process forward Advocate for clients to maximize results... ...scope, specialized skill set, lines of business/practice area,... ...Gallagher believes that all persons are entitled to equal employment...Full timeLive outWork at officeLocal areaFlexible hours
$200k
...counsel, and partners in Am Law firms and/or as in‑house counsel in large corporate legal departments. We also assist many of our clients with permanent positions, including general counsel searches. Our clients range from Fortune Global 500 companies and Global 100 law...Permanent employmentFull timeContract workImmediate start$145k - $150k
Description Verrill is actively seeking an Associate to join our Private Clients & Fiduciary Services Practice Group in Boston, Massachusetts. As one of New England’s top full-service law firms, we are interested in hiring talented individuals to join our team. Our growing...Private practice- Private Client Associate Hemenway & Barnes LLP is seeking a dedicated mid‑level Associate for our Private Client group. The ideal candidate will have a strong background in serving high‑net‑worth individuals and families. Responsibilities Provide comprehensive estate...
- Overview LHH is working with a well-established, full-service law firm in Boston seeking an associate to join its growing Private Client Services group. This is an opportunity to work closely with individuals and families on sophisticated estate planning, trust administration...Private practice
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