Personal Lines Client Service Representative

Deland, Gibson • Worcester, MA

2d • Hybrid

About The Position

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.

Requirements

• Minimum of 1 year of experience in a customer service or administrative role
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Comfort working with technology and learning new systems
• Ability to manage multiple priorities in a fast-paced, team-oriented environment

Nice To Haves

• Insurance experience a plus, but not required
• Experience with Applied Epic is a plus
• Bachelor’s degree preferred

Responsibilities

• 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

Benefits

• Summer Fridays and extended holiday weekends
• Comprehensive PTO - paid vacation, holidays, and sick time, plus parental leave
• Health, dental, and vision insurance
• 401(k) retirement plan
• DG University: ongoing training, support for insurance designations, and continuing education
• Employee-led committees- Giving, Social, Client Experience, & Technology

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level