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Account Services Associate Jobs in Oregon (NOW HIRING)

Dext Capital

Customer Service Associate

Lake Oswego, OR · On-site

$45K - $55K/yr

Customer Service Associate Dext Capital is a national, innovative, financial services company ... Experience in financial services, billing, or account support (preferred) Salary Range: $45k - 55k

New

Raymondjames

Financial Planning Associate

Bend, OR

Responsibilities * Assist with account opening, transfers and maintenance * Support advisors with ... Bachelor's degree in a related field and three years' experience in the financial services industry ...

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner

Client Service Associate

Tigard, OR · On-site

$70K - $85K/yr

... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ... Financial services experience or applicable internship experience * Wealth management experience a ...

Cerity Partners

Client Service Associate

Portland, OR · On-site

$70K - $85K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Responsibilities include assisting with account openings, processing paperwork, scheduling client ...

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Account Services Associate information

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How much do account services associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for account services associate in Oregon is $23.34, according to ZipRecruiter salary data. Most workers in this role earn between $22.36 and $26.44 per hour, depending on experience, location, and employer.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

Is a degree needed to be an account services associate?

A degree is not always required to become an account services associate, but many employers prefer candidates with a high school diploma or equivalent. Relevant skills such as customer service, communication, and familiarity with account management tools can be more important than formal education. Certifications or training in finance or customer relations can also enhance job prospects.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills.
What cities in Oregon are hiring for Account Services Associate jobs? Cities in Oregon with the most Account Services Associate job openings:
Account Services Associate jobs near you

Benefits Account Manager & Medicare Associate

CareerPaths NW

Beaverton, OR • Hybrid

$55K - $65K/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Our client is a well-established, family-owned and operated insurance agency with over 75 years of dedicated service across the Pacific Northwest. Specializing in Commercial, Personal, Group, and Individual Benefit lines of insurance, they have built a reputation for excellence and integrity. Their workplace culture is relaxed yet professional, with a strong commitment to both their employees and their clients. After an initial onboarding period, most team members enjoy a hybrid work arrangement, balancing in-office collaboration with the flexibility of remote work.

They are seeking a skilled and motivated Benefits Account Manager & Medicare Associate to manage a book of small market and Association Health Plan (AHP) accounts while providing vital support to their Medicare Producer. This dual-function role is integral to delivering exceptional service to both group and individual clients, and offers a dynamic opportunity for an experienced insurance professional to make a meaningful impact.

Key ResponsibilitiesSmall Group Account Management
  • Directly manage and service an assigned book of business within the Association Health Plan (AHP) program.
  • Take on and manage traditional Small Group client accounts as business needs and workload dictate.
  • Request renewal documentation from carriers, pull comparative quotes, and utilize tools such as WiredQuote to assemble comprehensive client renewal packages.
  • Maintain detail-oriented client documentation, policy changes, and tracking within Applied EPIC.
  • Build, update, and manage backend configurations and conduct employee data audits on Benefit Administration platforms.
  • Develop and format clear, professional client Benefit Guides and open enrollment presentation materials.
Medicare & Individual Account Support
  • Directly support the Medicare and Individual Health Plan Producer with account servicing, sales workflows, and administrative tasks.
  • Serve as a responsive point of contact for individual and Medicare policyholders, resolving complex billing discrepancies, claim issues, and enrollment modifications.
  • Handle daily inbound service requests including employee changes, ID cards, and coverage inquiries, as well as cross-functional team overflow as needed.
  • Coordinate carrier meetings, participate in product trainings, and provide team support during peak periods and busy seasons.
Qualifications
  • Bachelor's Degree in a related field and/or 3–5+ years of dedicated experience as an Account Manager or Assistant Account Manager within the Life and Health insurance industry.
  • Familiarity with Medicare sales, servicing, or claims is highly preferred, though not required.
  • A current Oregon & Washington Life & Health insurance license is required.
  • AHIP Certification is required.
  • Initial training and onboarding must be completed in-office for the first 30 days, or until fully comfortable and competent with all systems and workflows.
  • Following successful completion of training, in-office presence is required every Tuesday and Thursday, 8:30 AM – 5:00 PM.
Benefits
  • Employer-paid comprehensive Medical, Vision, and Dental coverage
  • Long-Term Disability insurance
  • Supplemental suite of Voluntary Benefits
  • Paid Time Off (PTO) and Paid Leave Oregon
  • 401(k) retirement plan
  • Employer-paid Life and Disability insurance
  • Hybrid work schedule following onboarding completion

If you are a licensed insurance professional with a passion for client advocacy, a strong background in group benefits, and an interest in growing your expertise in Medicare and individual health plans, we encourage you to apply. This is a fantastic opportunity to join a respected, long-standing agency that values its people and fosters a supportive, collaborative environment. Take the next step in your career — apply today!

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