Client Representative

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.

REQUIRED SKILLS AND 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 AND 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)

COMPENSATION

$45k-$68k/yr

full benefits

Equal Opportunity Statement

Insight Global is committed to diversity and inclusivity.