What are the responsibilities and job description for the Personal Lines Specialist position at Deland, Gibson Insurance Associates Inc.?
Deland, Gibson Insurance Associates Inc.
Job Summary
We are seeking an experienced and dedicated Client Advocate to join our Personal Lines team. As a key member of our team, you will be responsible for providing exceptional customer service, developing strong relationships with clients and carriers, and driving business growth.
Key Accountabilities
- Develop and maintain a thorough understanding of agency policies, procedures, and systems to ensure seamless client support.
- Deliver outstanding customer service by responding promptly to client inquiries, addressing concerns, and resolving issues efficiently.
- Collaborate with internal stakeholders to achieve shared goals, leveraging your communication and interpersonal skills.
- Process Certificate requests, applications, cancellations, and other client needs with precision and efficiency.
- Utilize our CRM system – Applied Epic – to enhance client engagement, improve communication, and increase productivity.
- Effectively communicate with carriers via phone and email to problem-solve and resolve issues.
Essential Qualifications
- Bachelor's degree in a relevant field, such as business, communications, or a related discipline.
- Ability to thrive in a fast-paced, dynamic environment and adapt to changing circumstances.
- Strong motivation and accountability to drive results, meet expectations, and exceed performance goals.
- Excellent written and verbal communication skills, with a keen eye for detail.
- Proven ability to work collaboratively with various stakeholders at all levels of the organization.
Our Benefits Package
- Comprehensive time-off package, including paid vacation, holidays, sick leave, and PTO.
- Competitive health insurance, dental, vision, and 401K plans.
- A hybrid schedule offering flexibility and work-life balance.
- Continuing education opportunities, subsidized by Deland Gibson.
