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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
3+ years of Commercial Property & Casualty insurance experience (commercial line)
Active Property & Casualty Insurance License
Proficiency with agency management systems (EPIC highly preferred)
Ability to analyze coverage needs and support guaranteed-cost program designs
Nice to Have Skills & Experience
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)
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.