Client Associate

Core Assurance Partners |
Virginia Beach, VA |
Hybrid |
Full-Time

As a Client Associate, you’ll play a critical role in delivering exceptional service to commercial insurance clients while supporting the day-to-day management of their accounts. Your expertise, attention to detail, and commitment to client success will help ensure accurate policy administration, successful renewals, and long-lasting client relationships.

In this role, you’ll serve as a key liaison between clients, Producers, insurance carriers, and internal teams. You’ll manage account servicing needs, coordinate renewal activities, support marketing initiatives, and help clients navigate policy changes and coverage questions. Your ability to balance service excellence with operational accuracy will directly contribute to client retention and agency growth.

• Serve as the primary service contact for assigned commercial insurance clients, providing responsive support and proactive account management.
• Lead renewal activities from start to finish, including coverage reviews, remarketing efforts, carrier negotiations, proposal preparation, and renewal execution.
• Process endorsements, policy changes, billing requests, finance agreements, and account reconciliations with accuracy and efficiency.
• Maintain complete and accurate account records in Applied Epic, including policy details, communications, documentation, and service activities.
• Coordinate with carriers to support claims reporting, claim resolution efforts, audits, and audit dispute management.
• Issue Certificates of Insurance and Evidences through CORE
  24®, ensuring timely and accurate documentation.
• Support marketing initiatives by gathering account information, securing carrier quotations, and assisting with competitive coverage strategies.
• Partner with Producers and internal teams to deliver a seamless client experience and ensure all service commitments are met.

• Client-focused and passionate about delivering exceptional service and building long-term relationships.
• Highly organized, detail-oriented, and able to manage multiple priorities while maintaining accuracy.
• Proactive in identifying client needs, resolving issues, and following through on commitments.
• A clear and professional communicator who can build credibility with clients, carriers, Producers, and colleagues.
• Resourceful and solutions-oriented when navigating complex account servicing needs.
• Collaborative and supportive of team goals while remaining accountable for individual responsibilities.
• Committed to continuous learning and staying informed on insurance industry trends, carrier updates, and regulatory requirements.

• 5+ years of insurance industry experience, preferably in Commercial Lines account management or client service.
• Active Virginia Property & Casualty insurance license.
• High school diploma or equivalent.
• Strong knowledge of commercial insurance servicing processes, renewals, endorsements, certificates, billing, audits, and carrier workflows.
• Excellent interpersonal, written, and verbal communication skills.
• Proficiency with Microsoft Office Suite and business technology platforms.
• Strong organizational skills with the ability to manage multiple deadlines, priorities, and client requests.
• Ability to build and maintain productive working relationships with clients, Producers, carrier representatives, and internal team members.
• Team-focused mindset with a commitment to service excellence and agency growth.

• Applied Epic experience.
• Experience managing a commercial lines book of business with varying account sizes and industries.
• Familiarity with CORE
  24® certificate management processes.
• Experience supporting remarketing efforts, carrier negotiations, and complex renewals.
• Industry designations or a demonstrated commitment to continuing insurance education.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you’re working or not, life doesn’t stop. Neither should your…