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.
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