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Client Associate

patriotgrowthinsuranceservicesllc · Virginia Beach, VA · Core Assurance Partners
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<div style="font-family: 'Segoe UI'; font-size: 14px; font-style: normal; font-weight: 400; line-height: 20px;"> <h1>Client Associate</h1> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Core Assurance Partners </strong>| <strong>Virginia Beach, VA</strong> | <strong>Hybrid</strong> | <strong>Full-Time</strong></div> <h2>Why This Role Matters</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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.</div> <h2>How You'll Make an Impact</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Serve as the primary service contact for assigned commercial insurance clients, providing responsive support and proactive account management.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Lead renewal activities from start to finish, including coverage reviews, remarketing efforts, carrier negotiations, proposal preparation, and renewal execution.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Process endorsements, policy changes, billing requests, finance agreements, and account reconciliations with accuracy and efficiency.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Maintain complete and accurate account records in Applied Epic, including policy details, communications, documentation, and service activities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate with carriers to support claims reporting, claim resolution efforts, audits, and audit dispute management.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Issue Certificates of Insurance and Evidences through CORE24®, ensuring timely and accurate documentation.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support marketing initiatives by gathering account information, securing carrier quotations, and assisting with competitive coverage strategies.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Partner with Producers and internal teams to deliver a seamless client experience and ensure all service commitments are met.</li> </ul> <h2>Who You Are</h2> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Client-focused and passionate about delivering exceptional service and building long-term relationships.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Highly organized, detail-oriented, and able to manage multiple priorities while maintaining accuracy.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proactive in identifying client needs, resolving issues, and following through on commitments.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">A clear and professional communicator who can build credibility with clients, carriers, Producers, and colleagues.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Resourceful and solutions-oriented when navigating complex account servicing needs.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Collaborative and supportive of team goals while remaining accountable for individual responsibilities.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Committed to continuous learning and staying informed on insurance industry trends, carrier updates, and regulatory requirements.</li> </ul> <h2>What You Bring</h2> <h3>Day One:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">5+ years of insurance industry experience, preferably in Commercial Lines account management or client service.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Active Virginia Property & Casualty insurance license.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">High school diploma or equivalent.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong knowledge of commercial insurance servicing processes, renewals, endorsements, certificates, billing, audits, and carrier workflows.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Excellent interpersonal, written, and verbal communication skills.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Proficiency with Microsoft Office Suite and business technology platforms.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong organizational skills with the ability to manage multiple deadlines, priorities, and client requests.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ability to build and maintain productive working relationships with clients, Producers, carrier representatives, and internal team members.</li> &l

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