- 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.
- 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 be able to 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)
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Associate Client Representative - Columbus - Insight Global
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:
REQUIRED SKILLS AND EXPERIENCE
NICE TO HAVE SKILLS AND EXPERIENCE
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Client Representative
Only for registered members Columbus
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Client Representative
Only for registered members Columbus
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Client Representative
Only for registered members Columbus
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Client Representative
Insight Global- Columbus
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Client Representative
Only for registered members Columbus, OH
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Client Representative
Only for registered members Columbus, OH
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Client Representative
Only for registered members Columbus, Ohio Metropolitan Area
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Client Support Representative
Only for registered members Columbus
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Client Service Representative
Only for registered members Columbus
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Client Support Representative
Only for registered members Columbus
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Client Relations Representative
Only for registered members Columbus
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Client Services Representative
Only for registered members Columbus
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Client Support Representative
Only for registered members Columbus, Ohio Metropolitan Area
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Client Relations Representative
Only for registered members Columbus
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Client Services Representative
Only for registered members Columbus
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Client Care Representative
Only for registered members Columbus, OH
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Client Billing Representative
Only for registered members Columbus, OH
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Client Relationship Representative
Only for registered members Columbus
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Associate Client Representative
Only for registered members Columbus, Ohio Metropolitan Area
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Associate Client Representative
Only for registered members Columbus