- 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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Client Advocate Associate - Wellesley Hills, United States - Deland, Gibson Insurance Associates Inc.
Description
Job Description
Job DescriptionDeland, 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:
