Client Associate

Why This Role Matters

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.

How You'll Make an Impact

• 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.

Who You Are

• 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.

Day One

• 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.

Valuable Additions

• 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.

Real Benefits for Real Life

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.

Highlights Include

• 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 you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

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.

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.

About Core Assurance Partners

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.

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.

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.

Pay Range: Posted below*

*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 may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

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.

Pay Range

$67,101 - $100,653 USD