Client Advocate Associate

Job Description

Job Description

Deland, Gibson always seeks to provide industry-leading customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate Associate plays a crucial role on our team here at Deland, Gibson. In this role, you will work with a team of 3 to provide tremendous service for our clients. The goal of this role is to learn all aspects of insurance to grow into a position that is the best fit. What you’ll do :

• Be a sponge – strive for leading edge knowledge of all agency verticals
• Provide clients with industry leading customer experience
• Work with a team of 3 and do whatever is needed to get the job done – have a “can do” attitude!
• Assist with quoting, plan comparisons, and storing all client / prospect information
• Learn and master our CRM System – Applied EPIC
• Communicate with carriers via phone and email to strategize What you’ll Learn :
• Proper and effective communication skills with executives
• Business etiquette with customers
• Decision-making skills
• Time management and prioritization skills
• Organization skills 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 organization skills to complete detailed tasks
• Openness to being Life-Long Learner About us : 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.