Associate Client Representative at Insight Global

Job Description:

Latest job information from Insight Global for the position of Associate Client Representative. If the Associate Client Representative vacancy in Columbus matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Insight Global for the position of Associate Client Representative below matches your qualifications.

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)
• 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

• 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)

Job Info:

• Company: Insight Global
• Position: Associate Client Representative
• Work Location: Columbus
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Associate Client Representative at the office Columbus above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.