{"id":1925944,"url":"https://alion.io/job/patriotgis-client-associate","title":"Client Associate","company":{"id":7109,"name":"Patriot Growth Insurance Services","domain":"patriotgis.com","url":"https://alion.io/company/patriotgis","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Virginia Beach, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":67101,"max":100653,"currency":"USD","period":"year","gross":null,"usd_annual":100653},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-08-13T20:28:27Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-26T19:19:32Z","board_verified":true,"closed_at":null,"days_open":74,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":74},"description":"Client Associate\nCore Assurance Partners | Virginia Beach, VA | Hybrid | Full-Time\nWhy This Role Matters\nAs 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.\nIn 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.\nHow You'll Make an Impact\nServe as the primary service contact for assigned commercial insurance clients, providing responsive support and proactive account management.\nLead renewal activities from start to finish, including coverage reviews, remarketing efforts, carrier negotiations, proposal preparation, and renewal execution.\nProcess endorsements, policy changes, billing requests, finance agreements, and account reconciliations with accuracy and efficiency.\nMaintain complete and accurate account records in Applied Epic, including policy details, communications, documentation, and service activities.\nCoordinate with carriers to support claims reporting, claim resolution efforts, audits, and audit dispute management.\nIssue Certificates of Insurance and Evidences through CORE24®, ensuring timely and accurate documentation.\nSupport marketing initiatives by gathering account information, securing carrier quotations, and assisting with competitive coverage strategies.\nPartner with Producers and internal teams to deliver a seamless client experience and ensure all service commitments are met.\nWho You Are\nClient-focused and passionate about delivering exceptional service and building long-term relationships.\nHighly organized, detail-oriented, and able to manage multiple priorities while maintaining accuracy.\nProactive in identifying client needs, resolving issues, and following through on commitments.\nA clear and professional communicator who can build credibility with clients, carriers, Producers, and colleagues.\nResourceful and solutions-oriented when navigating complex account servicing needs.\nCollaborative and supportive of team goals while remaining accountable for individual responsibilities.\nCommitted to continuous learning and staying informed on insurance industry trends, carrier updates, and regulatory requirements.\nWhat You Bring\nDay One:\n5+ years of insurance industry experience, preferably in Commercial Lines account management or client service.\nActive Virginia Property & Casualty insurance license.\nHigh school diploma or equivalent.\nStrong knowledge of commercial insurance servicing processes, renewals, endorsements, certificates, billing, audits, and carrier workflows.\nExcellent interpersonal, written, and verbal communication skills.\nProficiency with Microsoft Office Suite and business technology platforms.\nStrong organizational skills with the ability to manage multiple deadlines, priorities, and client requests.\nAbility to build and maintain productive working relationships with clients, Producers, carrier representatives, and internal team members.\nTeam-focused mindset with a commitment to service excellence and agency growth.\nValuable Additions:\nBachelor's degree.\nApplied Epic experience.\nExperience managing a commercial lines book of business with varying account sizes and industries.\nFamiliarity with CORE24® certificate management processes.\nExperience supporting remarketing efforts, carrier negotiations, and complex renewals.\nIndustry designations or a demonstrated commitment to continuing insurance education.\nReal Benefits for Real Life\nAt 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.\nHighlights Include:\nMultiple medical plan options, with preventive care covered at 100%\nFree 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\nEmployer-paid short-term and long-term disability coverage\nPaid parental leave\nPersonalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave\nCompetitive 401(k) company match to help you build your financial future\nComprehensive dental and vision coverage\nEmployee Assistance Program with confidential mental health, legal, financial, and work-life support\nAbout Patriot Growth Insurance Services\nAt 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.\nFounded 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.\n\nAbout Core Assurance Partners\nLaunched 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. \n\nPatriot 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.\nThis 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.\nPay Range: Posted below*\n*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. \nPatriot 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.\nPay Range\n$67,101—$100,653 USD","description_format":"text","description_chars":8165,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Equity","Parental leave","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-05T19:53:14Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.548,"p_room":0.28,"age_days":73,"expected_fill_days":29,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-10-26T05:57:25Z"},"pay":{"stated_usd_annual":100653,"is_top_pay":false},"html_url":"https://alion.io/job/patriotgis-client-associate","json_url":"https://alion.io/job/patriotgis-client-associate.json","meta":{"generated_at":"2026-10-26T20:42:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":27810,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7109},"rest":"https://alion.io/mcp/rest/get_company?id=7109"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpatriotgis-client-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpatriotgis-client-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpatriotgis-client-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/patriotgis-client-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpatriotgis-client-associate"}]}