Client Advocate

Full Time
Wellesley, MA 02481
Posted Today
Job description
Client Advocate, Employee Benefits
Classification: Salary-Exempt
Location : Wellesley, MA
Job Type: Full Time, 40 hours/week
Great job opportunity with a well-established, Five Star Accredited Insurance Agency in Wellesley! Voted as one of the Best Agencies to Work for through the Insurance Journal.
As an integral part of our Employee Benefits team at Deland, Gibson, the Client Advocate will work closely with clients and insurance carriers in the administration of Employee Benefits. The successful candidate will be a team player with excellent organizational skills and attention to detail.
Responsibilities:
  • Maintain daily departmental operations pertaining to client insurance benefits
  • Perform insurance verification of benefit coverage for each service provided
  • Professionally communicate with clients and insurance carriers
  • Accurately input data into Electronic Benefits Information systems and update the information as needed
  • Ensure accurate billing and work with accounting department on payment of invoices
  • Support the organization’s mission, values and strategic initiatives
  • Ensure compliance with all applicable local, state, and federal regulations
  • Clerical and other tasks as assigned
Qualifications:
  • 1-2 years of customer service experience in an office environment
  • Proficient in Microsoft Office Suite
  • Strong analytical skills for analyzing client data
  • Team player, able to work with all levels of the organization effectively and efficiently
  • Strong problem-solving skills to assist with customer resolutions
  • Strong sense of urgency combined with close attention to detail
  • Ability to maintain and handle confidential materials on a routine basis
  • Ability to work under time constraints and meet deadlines while multitasking
About Deland, Gibson:
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.
Deland Gibson Core Values:
  • We Work with Urgency
  • We show Compassion
  • We are Life-Long Learners
  • We Have Grit
  • We Innovate
Why us?
Deland, Gibson is a growing agency with a focus on innovation. We urge personal development by encouraging teammates to attend desired classes, earn designations and become involved in the industry. We focus heavily on connecting our team members with our strategic plan to facilitate working at a fast pace to reach our company and team goals.

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