The Associate Client Service Manager provides support to clients for an assigned book of business ... Participate in ongoing relationship development with clients, carrier partners, resources and ...
The Associate Client Service Manager provides support to clients for an assigned book of business ... Participate in ongoing relationship development with clients, carrier partners, resources and ...
The Opportunity: The Associate Client Service Manager is responsible for external support to ... Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and ...
The Opportunity: The Associate Client Service Manager is responsible for external support to ... Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
Participate in ongoing relationship development with clients, carrier partners, resources and ... With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients. * Maintain ...
They support the Client Partner and act as business owners for assigned accounts, leading the day ... Associate Director) who will be responsible for a growing payer client in the Mason, Ohio area.
They support the Client Partner and act as business owners for assigned accounts, leading the day ... Associate Director) who will be responsible for a growing payer client in the Mason, Ohio area.
KPB Client Service Assoc
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and ... Provide backup support for other Client Associates and assigned Relationship Managers as needed.
KPB Client Service Assoc
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and ... Provide backup support for other Client Associates and assigned Relationship Managers as needed.
Client Services Associate Join a global leader in private aviation, offering access to an ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
Client Services Associate Join a global leader in private aviation, offering access to an ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
The Client Services Associate will work two-fold with external customers and internal colleagues to ... as needed Partner with Management to resolve client issues Follow all internal controls and ...
The Client Services Associate will work two-fold with external customers and internal colleagues to ... as needed Partner with Management to resolve client issues Follow all internal controls and ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
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Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
The Client Services Associate will work two-fold with external customers and internal colleagues to ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
The Client Services Associate will work two-fold with external customers and internal colleagues to ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
Client Services Associate
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to ... Partner with Management to resolve client issues • Follow all internal controls and processes ...
Client Relationship Manager / Associate Advisor
Worthington, OH · On-site
$40K - $50K/yr
Position Overview The Client Relationship Manager / Associate Advisor serves as a hybrid role ... This role partners closely with Lead Advisors to deliver a high-quality client experience while ...
Client Relationship Manager / Associate Advisor
Worthington, OH · On-site
$40K - $50K/yr
Position Overview The Client Relationship Manager / Associate Advisor serves as a hybrid role ... This role partners closely with Lead Advisors to deliver a high-quality client experience while ...
We're looking for a Client Associate to: keep management systems up-to-date with client information ... partnering more closely with advisors on proactive client outreach
We're looking for a Client Associate to: keep management systems up-to-date with client information ... partnering more closely with advisors on proactive client outreach
Licensed Client Service Associate
$70K - $95K/yr
Licensed Client Service Associate Location: Avon, Ohio Type: Full-Time Industry: Wealth Management ... partner to advisors. This is a fast-paced, growth-oriented office that needs someone confident ...
Licensed Client Service Associate
$70K - $95K/yr
Licensed Client Service Associate Location: Avon, Ohio Type: Full-Time Industry: Wealth Management ... partner to advisors. This is a fast-paced, growth-oriented office that needs someone confident ...
KPB Client Service Associate (IM&T)
$25 - $38.46/hr
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...
KPB Client Service Associate (IM&T)
$25 - $38.46/hr
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...
Job Title Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
Job Title Registered Client Service Associates (CSAs) help shape the future of service by ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...
KPB Client Service Associate (IM&T)
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...
KPB Client Service Associate (IM&T)
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...
KPB Client Service Associate (IM&T)
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...
KPB Client Service Associate (IM&T)
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Partner closely with Relationship Managers and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to ...
Associate Client Partner information
What are the key skills and qualifications needed to thrive as an Associate Client Partner, and why are they important?
What are the main challenges Associate Client Partners typically face when managing client relationships?
What is the difference between Associate Client Partner vs Account Manager?
| Aspect | Associate Client Partner | Account Manager |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in client management, industry-specific knowledge | Bachelor's degree, customer service or sales experience |
| Work Environment | Collaborates with sales, marketing, and client teams; strategic focus | Manages client accounts, handles day-to-day client interactions |
| Employer & Industry Usage | Used in consulting, technology, and professional services firms | Common across various industries including tech, finance, and retail |
| Search & Comparison Intent | Understanding strategic client roles, career progression | Managing client relationships, sales growth |
The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.
What does an associate partner do?
What is an Associate Client Partner?

$14 - $19.50/hr
Full-time
Posted 3 days ago
Hylant rating
9.8
Based on 5 frontline employees who took The Breakroom Quiz
2nd of 260 rated insurance
Job description
The Opportunity:
The Associate Client Service Manager provides support to clients for an assigned book of business (approximately $500,000 total revenue). In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention.
(Book of business may vary based on the complexity and number of accounts in the book.)
In This Role You Will Execute On:
- With guidance, serve as the primary service contact to clients for a low to moderately complex assigned book of business. This includes oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs.
- Onboard new clients in collaboration with staff to ensure thorough and accurate information needed to meet agency standards.
- Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
- Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.
- Support more senior staff on larger or more complex accounts to identify, design, communicate and implement cost effective solutions to cover risk appropriately. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.
- Serve as a back-up at all support levels as needed.
- With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients.
- Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
- Perform other duties and special projects as requested.
In This Role You Will Need:
- Bachelor's degree business, insurance, risk management, or related field of study. Equivalent combination of education and work experience may be considered.
- Two (2) or more years of insurance client service experience.
- Active Life & Health License or the ability to obtain within 90 days of employment.
- Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
- Excellent attention to detail, oral and written communication skills
- Ability to work well in a team environment.
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
About Hylant
Sourced by ZipRecruiter
Industry
Insurance services
Company size
501 - 1,000 Employees
Headquarters location
Toledo, OH, US
Year founded
1935