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Client Account Associate Jobs in Connecticut (NOW HIRING)

NatWest Group

FX PB Client Services Associate

Stamford, CT · On-site

$85K - $130K/yr

Join us as a FX Prime Brokerage Client Services Associate * Sitting within our Prime Brokerage ... client accounts * This is a fast-paced front office role, in which you'll be providing proactive ...

Gallagher

Client Manager

West Hartford, CT · On-site

Overview As the Client Manager you will ensure delivery of exceptional service to Gallagher ... Guide and support new hires and account associates * Complete internal professional development ...

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Client Account Associate information

What does a client associate do at J.P. Morgan?

A client associate at J.P. Morgan supports client service operations by managing account documentation, processing transactions, and assisting with client inquiries. They often work with financial tools and must have strong communication and organizational skills to ensure efficient service delivery.

How does a Client Account Associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What do you need to be a client associate?

To be a client account associate, candidates typically need a high school diploma or equivalent, strong communication and customer service skills, and proficiency with computer software such as Microsoft Office. Some roles may require relevant experience in finance, sales, or account management, and familiarity with customer relationship management (CRM) tools is often beneficial.

What are the key skills and qualifications needed to thrive as a Client Account Associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the work of an account associate?

A Client Account Associate is responsible for managing client accounts, providing support, and ensuring customer satisfaction. They handle communication, process transactions, and may use customer relationship management (CRM) tools to track interactions and account details.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.
What are the most commonly searched types of Client Account jobs in Connecticut? The most popular types of Client Account jobs in Connecticut are:
Client Account Associate jobs near you
Senior Account Associate- Commercial Insurance (Agriculture/ Construction)

Senior Account Associate- Commercial Insurance (Agriculture/ Construction)

Insurance Office of America

New Haven, CT • On-site

Full-time

Medical, Retirement

Posted 16 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 299 rated insurance

Job description

Job Description:

Title:Senior AccountAssociate- Commercial Lines
Work Mode:Remote/ Eastern and Central Time Zones Only| Location/Supporting:Kissimmee, FL| Book Focus:Agriculture/ Construction
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:Assistin 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:Assistin reviewing contracts to ensure propercoverages areincluded.

  • Accounts Receivable:Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.

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

  • Activity Monitoring:Monitor andmaintainactivity/suspense to ensuretimelycompletion.

  • Communication:Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.

  • Service Excellence:Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.

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

  • Continuous Improvement:Seekand adoptbestpractices to improve individual and team performance.

  • Champion IOA Values:Demonstrateintegrity and leadership.

Ideal CandidateQualifications:

  • 3+ years ofcustomer service experiencein the insurance industry

  • Thorough knowledge of insurance brokerage and client needs

  • Required active licensing,professionaldesignation(CISR)preferred

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

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

  • Proficiencyin 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 50-70K 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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