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Client Account Associate Jobs in Ohio (NOW HIRING)

LHH US

Customer Account Rep

Hudson, OH

$20 - $25/hr

Client Account Representative Location: Hudson, OH and Cleveland, OH Job Type: Temporary Schedule ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

LHH US

Customer Account Rep

Hudson, OH

$20 - $25/hr

Client Account Representative Location: Hudson, OH and Cleveland, OH Job Type: Temporary Schedule ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Stifel

Client Service Associate - NR

Canfield, OH · On-site

$12.25 - $16.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

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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.

Is a client account associate a good job?

A client account associate is a role that involves managing client relationships, processing account transactions, and providing customer service. It can offer stable employment, opportunities for skill development in communication and organization, and may require familiarity with CRM software. Overall, it can be a good entry-level position in finance, sales, or customer service fields.

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 Ohio?

The most popular types of Client Account jobs in Ohio are:

What cities in Ohio are hiring for Client Account Associate jobs?

Cities in Ohio with the most Client Account Associate job openings:

Client Account Associate jobs near you

Account Associate - SBU New Business

Insurance Office of America

Columbus, OH • On-site

$24 - $27/hr

Full-time

Medical, Retirement

Re-posted 15 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

56th of 310 rated insurance

Job description

Description

Job Description:

Title: Account Associate - SBU New Business 

Work Mode: Fully remote for candidates in EST/CST time zone | Supporting: Longwood, FL office | Book Focus: Select Business Unit -New Business Team
 
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: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. 

 
Key Responsibilities: 

  • Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. 

  • Office Support: Assist with general office tasks and administration. 

  • Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. 

  • Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. 

  • Data Management: Maintain accurate and up-to-date data in agency systems. 

  • Activity Monitoring: Ensure timely completion of tasks and activities. 

  • Communication: Keep the account team informed of workload status and any issues. 

  • Service Excellence: Provide proactive and responsive service. 

  • Performance Monitoring: Ensure productivity and quality standards are met. 

  • Promote Culture: Participate in team building and promote a positive work environment. 

  • Continuous Improvement: Seek and adopt best practices. 

  • Compliance: Stay updated on company policies and procedures. 

  • Professional Development: Enhance technical skills and industry knowledge. 

  • Relationship Building: Foster positive relationships with colleagues and leadership. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

  • 2+ years of industry experience, OR 5+ years of related experience in customer service 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing 

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

  • Exceptional customer service, communications. 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 $24.00 to $27.00 per hour, 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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