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Client Account Associate Jobs in Iowa (NOW HIRING)

Access Dubuque

Client Service Representative

Dubuque, IA · On-site

$15 - $20.50/hr

In practice, the core activities of your job will be to: · Ensure that client accounts are up to ... Associates, Inc. Customer Service Representative Cottingham & Butler/ SISCO Share this Job ...

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Client Account Associate information

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 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 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 Iowa? The most popular types of Client Account jobs in Iowa are:
What cities in Iowa are hiring for Client Account Associate jobs? Cities in Iowa with the most Client Account Associate job openings:
Client Account Associate jobs near you

Account Executive (Sales)

Kunkel & Associates

Dubuque, IA • On-site

Full-time

Re-posted 25 days ago

Job description

Company Overview:
Kunkel & Associates is a well-established firm with 100+ employees across Dubuque (Iowa), Madison (Wisconsin), and Kansas City (Kansas). We specialize in providing comprehensive insurance solutions nationwide. Our team of 30+ Sales Producers is supported by a robust structure that includes full-service support and marketing teams, allowing them to focus on what they do best-selling and serving our clients.
Position Overview:
We are actively seeking dynamic professionals to join our team as Account Executives in Dubuque, IA, or Kansas City, KS. This role is pivotal in our commitment to delivering high-quality service and ensuring our clients receive the best insurance solutions. As an Account Executive, you will play a key role in building and maintaining client relationships, developing marketing plans for Property & Casualty and/or Life & Health insurance programs, and contributing to the overall growth of the company.
In this position, you will not be restricted by a specific territory, allowing you the flexibility to work with businesses nationwide on their insurance needs. Your focus will be on understanding each client's unique challenges and providing tailored solutions to meet their insurance requirements.
Key Responsibilities:
  • Accompany Sales Executives on prospect and renewal presentations and service plans.
  • Analyze insurance data to ensure clients have the appropriate coverage.
  • Build and maintain strong relationships with clients, providing high-quality service and prompt responses.
  • Ensure timely premium collection from clients.
  • Develop relationships with underwriters to negotiate premiums, terms, and conditions on behalf of clients.
  • Develop and implement marketing plans to ensure the best P&C insurance programs.
  • Round out accounts by selling additional coverages that clients need.
  • Provide assistance to Associate Account Executives in training.
  • Other duties as assigned.

What We Offer:
  • Training & Development: We pride ourselves on providing thorough and detailed training for all new hires. Each new team member is paired with a mentor to guide their development.
  • Growth & Compensation: Competitive pay and a structured bonus program is in place to incentivize new producers to reach validation.
  • Career Path: After validation, our compensation model is performance-driven, with no salary cap, allowing our producers to control their earning potential.

Who We're Looking For:
We are seeking candidates with 2-4 years of sales experience in any industry, particularly those with a stable sales track record. Ideal candidates should have cold call experience and a strong interest in making cold calls, as this role involves building a book of business from the ground up.
While prior insurance experience is beneficial, it is not required-Kunkel provides all the necessary pre-licensing training and support.
Requirements
Skills/Qualifications:
  • BA or BS degree, or applicable job experience
  • Strong proficiency in Outlook, Word, and Excel
  • Ability to work in a fast-paced environment while adapting to changing deadlines and priorities
  • Excellent verbal and written communication skills
  • Excellent service orientation skills

Licensing:
Employee will ideally obtain a resident insurance license within 90 days of starting. To support this, Kunkel provides a comprehensive pre-licensing course, study materials, the necessary exam, and a full training program to help you succeed.
How to Apply:
If you meet these criteria and are ready to take on an exciting challenge with a company that values growth, collaboration, and client success, we would love to hear from you.
Please visit the following links to learn more about Kunkel & Associates and apply:
• Paylocity Job Posting
• Kunkel & Associates on Facebook
• Kunkel & Associates Website
• Company Overview Video

Apply