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Personal Lines Client Service Representative

Deland, Gibson
  • Wellesley, Massachusetts
    30+ days ago

    Job Description

    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.
     
    Office Locations: Wellesley & Worcester
     
    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 industry
    • Exposure to clients, carriers, and insurance operations
    Work Environment
    • 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
    • Summer Fridays and extended holiday weekends
    • Comprehensive PTO - paid vacation, holidays, and sick time, plus parental leave
    • Health, dental, and vision insurance, and a 401(k) retirement plan
    • DG University: ongoing training, support for insurance designations, and continuing education
    • Employee-led committees- Giving, Social, Client Experience, & Technology
    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.
     

     

    Numbers & Facts

    LocationWellesley, Massachusetts
    Websitehttps://delandgibson.com/insurance-careers/
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    Skills

    • Billingunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Follow Throughunmatched
    • Health Informaticsunmatched
    • Insuranceunmatched
    • Leadershipunmatched
    • Licensingunmatched
    • Maintenance Servicesunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Professional Servicesunmatched
    • Record Keepingunmatched
    • Resolve Customer Issuesunmatched
    • Sales Managementunmatched
    • Service Deliveryunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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