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: 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 ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 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. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.