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Senior Associate - Client Representative - Commercial Line

Job

Insight Global

Dublin, OH (In Person)

Full-Time

Posted 3 weeks ago (Updated 1 week ago) • Actively hiring

Expires 6/25/2026

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Job Description

Senior Associate
  • Client Representative
  • Commercial Line at Insight Global Senior Associate
  • Client Representative
  • Commercial Line at Insight Global in Dublin, Ohio Posted in 14 days ago.
Type:
full-time
Job Description:
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. Deliver audits, endorsements, certificates, and proofs of insurance. Assist with claims escalations and billing/payment questions.
REQUIRED SKILLS AND EXPERIENCE
1+ years of Commercial Line insurance experience Ability to analyze coverage needs and support guaranteed-cost program designs
NICE TO HAVE SKILLS AND EXPERIENCE
Active Property & Casualty Insurance License (must obtain within 90 days) Proficiency with agency management systems (EPIC highly preferred) Experience working in a high-volume brokerage environment College degree (preferred but not required) Strong Excel skills (formulas, formatting, templates)