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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

Vacancy posted 2 days ago
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