Client Associate (Hybrid)

Client Associate

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:

• 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.
• Coordinate 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

About Patriot Growth Insurance Services: 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. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

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.