Client Associate (Hybrid)

Professional Responsibilities

• Lead the end-to-end renewal process, including coverage review, quoting, remarketing, and proposal preparation in alignment with agency procedures.
• Serve as the primary client contact for day-to-day service needs, promptly responding to inquiries, resolving issues, and providing proactive guidance.
• Accurately process endorsements and policy changes, ensuring timely delivery and communication with clients.
• Maintain complete and current account data in Applied Epic, including policy information, documentation, and service activity.
• Cook with carriers to manage claims intake, facilitate resolution, and oversee final audits, including any disputes.
• Issue Certificates of Insurance and Evidences via CORE24®, ensuring accuracy and turnaround expectations are met.
• Support marketing efforts by gathering information, requesting quotes, and collaborating with internal teams to prepare competitive coverage options.
• Handle billing requests, finance agreements, and account reconciliations, including multi-entity or installment billing setups.
• Schedule and support renewal meetings, track unusual account activity, and ensure completion of required service checklists.
• Stay current on industry regulations, carrier updates, and internal systems through ongoing training and compliance participation.

Qualifications And Requirements

• Active Virginia Property & Casualty insurance license
• High School diploma required; Bachelor's degree preferred
• 5 + years' industry experience
• Applied Epic experience preferred
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients