Associate Client Representative

As a Senior Associate
- Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely updates in agency management systems. You will collaborate closely with internal teams, carriers, and clients to drive exceptional service and high retention.

You’ll work closely with a mix of tenured and mid-level team members, with clear paths for development into Senior Account Manager or Team Lead roles.

• Set up and maintain client accounts, contacts, and policy information in EPIC and related systems throughout the renewal process.
• Coordinate loss runs, experience mods, endorsements, cancellations, and policy changes.
• Draft carrier submissions, prepare proposals, and assist with online portal quoting.
• Organize and name documents in EPIC; create and assign activities to appropriate team members.
• Deliver audits, endorsements, certificates, and proofs of insurance.
• Assist with claims escalations and billing/payment questions.

• 3+ years of Commercial Property & Casualty insurance experience (commercial line)
• Proficiency with agency management systems (EPIC highly preferred)
• Ability to analyze coverage needs and support guaranteed-cost program designs

• Active Property & Casualty Insurance License (must be able to obtain within 90 days)
• Experience working in a high-volume brokerage environment
• Familiarity with CSR
  24 or Indio
• College degree (preferred but not required)