Client Associate

Virginia Beach, VA | Hybrid | Full-Time

About the role

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.

Responsibilities

• 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 CORE24®, 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.

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.

Preferred Qualifications

• Bachelor's degree.
• Applied Epic experience.
• Experience managing a commercial lines book of business with varying account sizes and industries.
• Familiarity with CORE24® certificate management processes.
• Experience supporting remarketing efforts, carrier negotiations, and complex renewals.
• Industry designations or a demonstrated commitment to continuing insurance education.

Benefits

Multiple medical plan options, with preventive care covered at 100%.

• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help navigate benefits, compare prescription costs, and make personalized care decisions.
• Employer-paid short-term and long-term disability coverage.
• Paid parental leave.
• Personalized PTO that lets you take time away when needed, without traditional accruals, plus separate sick leave.
• Competitive 401(k) company match to help build your financial future.
• Comprehensive dental and vision coverage.
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support.

Pay

Pay Range: $67,101—$100,653 USD

Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. Roles may also be eligible for supplemental compensation, such as performance-based bonus, commission, or equity.