Client Associate (Hybrid)

About Core Assurance Partners, A Division of Patriot Growth Insurance Services: 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.

Position Overview: The Client Associate will coordinate between the producer, client, and insurance companies to provide a high quality of service and maintain positive client relationships. The Client Associate will handle the day-to-day needs of their assigned clients while being mindful of the profitability of the
business to the agency.

Work Arrangement: This is a full-time, hybrid position that reports to our office located in Virginia Beach, Virginia.

Professional Responsibilities:

• Manage daily mail, handle routine calls, and respond promptly to client inquiries.
• Accurately enter and update policy details in Applied Epic, ensuring complete and current records.
• Process policy renewals and new business according to agency procedures.
• Assist with marketing and quoting coverage options, preparing competitive proposals to meet client needs.
• Process endorsements, verify accuracy, and deliver updates to clients.
• Handle billing requests, process finance agreements, and coordinate installment or multi-entity billing.
• Manage claim intake, liaise with carriers, and oversee final audits, including dispute coordination.
• Set up and issue Master Certificates and Evidences in CORE24®.
• Schedule and support new/renewal meetings, track unusual account activity, and ensure completion of insurance checklists.
• Stay up to date with industry regulations and participate in training to enhance expertise.

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
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services