Client Associate

<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> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Team-focused mindset with a commitment to service excellence and agency growth.</li> </ul> <h3>Valuable Additions:</h3> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Bachelor's degree.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Applied Epic experience.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience managing a commercial lines book of business with varying account sizes and industries.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Familiarity with CORE24® certificate management processes.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience supporting remarketing efforts, carrier negotiations, and complex renewals.</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Industry designations or a demonstrated commitment to continuing insurance education.</li> </ul> <h2>Real Benefits for Real Life</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">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 benefits.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><strong>Highlights Include:</strong></div> <ul> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Multiple medical plan options, with preventive care covered at 100%</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employer-paid short-term and long-term disability coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Paid parental leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Competitive 401(k) company match to help you build your financial future</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Comprehensive dental and vision coverage</li> <li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Employee Assistance Program with confidential mental health, legal, financial, and work-life support</li> </ul> <h2>About Patriot Growth Insurance Services</h2> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol">Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.</div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em></em> <h2>About Core Assurance Partners</h2> <p>Launched in 2017 in Virginia Beach, Virginia, Core Assurance delivers decades of global industry experience through innovation and collaboration. We are a client-centric insurance, surety, and risk management advisory firm on a mission to provide exceptional experiences and impactful results, employing the finest resources and partnering with the industry’s most respected and recognized insurance companies. </p> <em></em></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.</em></div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"> </div> <div class="paragraph-in-scc-markdown-text ___1ngh792 ftgm304 f1iaxwol"><em>This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.</em></div> </div><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p> </p> <p>Pay Range: Posted below*<br><br>*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. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles <em>may </em>also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. </p> <p>Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.</p> <p> </p></div><div class="title">Pay Range</div><div class="pay-range"><span>$67,101</span><span class="divider">—</span><span>$100,653 USD</span></div></div></div>