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Accounts Associate Jobs in San Ramon, CA (NOW HIRING)

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Accounts Associate information

See San Ramon, CA salary details

$33K

$63.5K

$87.2K

How much do accounts associate jobs pay per year?

As of Jun 30, 2026, the average yearly pay for accounts associate in San Ramon, CA is $63,491.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,100.00 and $72,100.00 per year, depending on experience, location, and employer.

How does an Accounts Associate typically collaborate with other departments within a company?

As an Accounts Associate, you’ll frequently interact with teams such as Sales, Procurement, and Operations to ensure accurate invoicing, expense tracking, and reconciliation of financial records. Effective communication is vital, as you may need to clarify invoice discrepancies with vendors or work with department managers to resolve budget variances. This collaborative environment helps build your understanding of the business and can open doors to broader roles in finance or accounting as you gain experience.

What does an Accounts Associate do?

An Accounts Associate is responsible for supporting the accounting and finance department with tasks such as processing invoices, maintaining financial records, reconciling accounts, and assisting with payroll. They ensure the accuracy of financial documents, help prepare reports, and may communicate with vendors and clients regarding payments or billing issues. This role is essential for keeping a company’s financial operations organized and compliant with regulations.

Can you make $500,000 a year as an accountant?

Accounts associates typically earn salaries well below $500,000 annually, with most earning between $50,000 and $80,000 depending on experience, location, and industry. Achieving a $500,000 salary generally requires advanced roles such as senior accountants, financial managers, or CFOs, often combined with bonuses, profit sharing, or ownership stakes. Developing specialized skills, certifications like CPA, and gaining extensive experience can help progress toward higher compensation levels.

What is the work of account associate?

An accounts associate is responsible for managing financial records, processing transactions, and reconciling accounts. They often use accounting software and require attention to detail to ensure accuracy in financial data and reporting.

What does an account associate do?

An accounts associate is responsible for managing client accounts, processing transactions, maintaining accurate records, and supporting account-related inquiries. They often use accounting software and require strong organizational and communication skills to ensure financial accuracy and customer satisfaction.

What are the key skills and qualifications needed to thrive as an Accounts Associate, and why are they important?

To thrive as an Accounts Associate, you need a solid understanding of accounting principles, attention to detail, and typically a degree in accounting, finance, or a related field. Familiarity with accounting software like QuickBooks, SAP, or Microsoft Excel, and sometimes certification such as CPA or relevant bookkeeping credentials, is commonly expected. Strong organizational skills, time management, and effective communication help professionals manage deadlines and collaborate with teams. These competencies are crucial for ensuring accurate financial records, compliance, and the smooth operation of accounting processes.

What is the difference between Accounts Associate vs Accounts Clerk?

AspectAccounts AssociateAccounts Clerk
Required CredentialsTypically an associate degree in accounting or financeHigh school diploma or equivalent, some roles may prefer post-secondary coursework
Work EnvironmentOffice setting, often in finance or accounting departmentsOffice environment, handling routine financial data entry and record keeping
Employer & Industry UsageCommon in corporate, retail, and financial services industriesWidely used in small to medium businesses, government agencies, and retail
Common Search & Comparison IntentYesYes

While both roles involve handling financial data, Accounts Associates typically have more responsibilities, such as assisting with financial analysis and reporting, and often require a relevant degree. Accounts Clerks focus on data entry, record keeping, and basic transaction processing. The choice depends on experience level and specific job duties within the organization.

What job makes $10,000 a month without a degree?

An Accounts Associate typically does not earn $10,000 a month without specialized experience or certifications. High-paying roles that can reach this level without a degree often include sales, real estate, or certain entrepreneurial ventures, but they usually require strong skills, networking, and proven performance. Most roles with such income levels generally demand relevant experience or industry-specific knowledge.
What cities near San Ramon, CA are hiring for Accounts Associate jobs? Cities near San Ramon, CA with the most Accounts Associate job openings:
Accounts Associate jobs near you
Senior Account Associate - Commercial Insurance

Senior Account Associate - Commercial Insurance

Insurance Office of America

Union City, CA

$45K - $60K/yr

Full-time

Medical, Retirement

Posted 24 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

48th of 277 rated insurance

Job description

Description

Job Description:

Title: Senior Account Associate - Commercial Lines 
Hybrid: 1-2 days in office | Location: Pleasanton, California
Book Focus: General, Professional Liability | Requirement: active property & casualty (P&C) license 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. 

 
Key Responsibilities: 

  • Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 

  • Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. 

  • Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. 

  • New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. 

  • Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • 3+ years of customer service experience in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active property & casualty (P&C) licensing, professional designation (CISR) preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $45,000.00 - $60,000.00 annually depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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