Patriot Growth Insurance Services, LLC · 9 hours ago
Client Associate (Hybrid)
Virginia Beach, VA
Full-time
Hybrid
Mid, Senior Level
5+ years expPatriot Growth Insurance Services, LLC is a national insurance services firm focused on providing exceptional client experiences through innovation and collaboration. The Client Associate will coordinate between clients and insurance companies, manage day-to-day service needs, and support the renewal process to maintain positive client relationships.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Lead the end-to-end renewal process, including coverage review, quoting, remarketing, and proposal preparation in alignment with agency procedures
Serve as the primary client contact for day-to-day service needs, promptly responding to inquiries, resolving issues, and providing proactive guidance
Accurately process endorsements and policy changes, ensuring timely delivery and communication with clients
Maintain complete and current account data in Applied Epic, including policy information, documentation, and service activity
Coordinate with carriers to manage claims intake, facilitate resolution, and oversee final audits, including any disputes
Issue Certificates of Insurance and Evidences via CORE24®, ensuring accuracy and turnaround expectations are met
Support marketing efforts by gathering information, requesting quotes, and collaborating with internal teams to prepare competitive coverage options
Handle billing requests, finance agreements, and account reconciliations, including multi-entity or installment billing setups
Schedule and support renewal meetings, track unusual account activity, and ensure completion of required service checklists
Stay current on industry regulations, carrier updates, and internal systems through ongoing training and compliance participation
Qualification
Required
Active Virginia Property & Casualty insurance license
High School diploma required
5 + years' industry experience
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
Preferred
Bachelor's degree preferred
Applied Epic experience preferred
Benefits
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)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2025-12-16
Company data provided by crunchbase