Senior Associate - Client Representative - Commercial Line

Job Description

Day-to-Day

As a Senior Associate- Client Rep, you will own and manage the renewal lifecycle for assigned clients while ensuring accurate, timely updates in agency management systems. You will collaborate closely with internal teams, carriers, and clients to drive exceptional service and high retention.

You'll work closely with a mix of tenured and mid-level team members, with clear paths for development into Senior Account Manager or Team Lead roles.

Key responsibilities include:

Set up and maintain client accounts, contacts, and policy information in EPIC and related systems throughout the renewal process.

Coordinate loss runs, experience mods, endorsements, cancellations, and policy changes.

Draft carrier submissions, prepare proposals, and assist with online portal quoting.

Generate client letters (BORs, pre-renewal, proposal cover letters, etc.) using established templates.

Organize and name documents in EPIC; create and assign activities to appropriate team members.

Deliver audits, endorsements, certificates, and proofs of insurance.

Assist with claims escalations and billing/payment questions.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

3+ years of Commercial Property & Casualty insurance experience (commercial line)

Proficiency with agency management systems (EPIC highly preferred)

Ability to analyze coverage needs and support guaranteed-cost program designs Active Property & Casualty Insurance License (must obtain within 90 days)

Experience working in a high-volume brokerage environment

Familiarity with CSR24 or Indio

Prior experience developing longer-term account strategies

College degree (preferred but not required)

Strong Excel skills (formulas, formatting, templates)