Commercial Insurance Client Specialist (Hybrid)

Patriot Growth Insurance Services; Virginia Beach (VA); Hybrid; USD 67,000 - 101,000; Full time

Benefits offered by this job

Medical plans

Virtual care

Disability coverage

Parental leave

PTO with no accruals

401(k) match

EAP

Job summary

Patriot Growth Insurance Services is seeking a Client Associate in Virginia Beach to deliver exceptional service to commercial clients and support day-to-day account management. You will be the liaison between clients, Producers, carriers, and internal teams, handling renewal activities, endorsements, billing requests, and documentation with accuracy.

The role requires 5+ years in insurance, a VA Property & Casualty license, and strong communication and organizational skills.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service

Account management

Renewals

Communication

Organization

Education

High school diploma

Tools

Applied Epic

CORE24

Microsoft Office

Job description

Patriot Growth Insurance Services is seeking a Client Associate in Virginia Beach to deliver exceptional service to commercial clients and support day-to-day account management. You will be the liaison between clients, Producers, carriers, and internal teams, handling renewal activities, endorsements, billing requests, and documentation with accuracy.

The role requires 5+ years in insurance, a VA Property & Casualty license, and strong communication and organizational skills.