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Client Account Associate Jobs in Pennsylvania (NOW HIRING)

APR

Commercial Lines Account Associate

Trappe, PA · On-site

$60K - $75K/yr

Commercial Lines Account Associate Salary Range: $60,000 - $75,000 Location: Trappe, PA About Our ... This role is pivotal in maintaining and growing our client relationships through expert management ...

Jackson Lewis P.C.

Client Account Manager

Philadelphia, PA · On-site

$113K - $132K/yr

Job Summary (basic description) The Client Account Manager (CAM) supports billing partners in ... Associate's or Bachelor's degree in Business, Finance, Accounting, or related field (equivalent ...

Ogletree Deakins

Client Account Manager

Philadelphia, PA · On-site

$113K - $132K/yr

Job Summary (basic description) The Client Account Manager (CAM) supports billing partners in ... Associate's or Bachelor's degree in Business, Finance, Accounting, or related field (equivalent ...

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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 Pennsylvania?

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

Client Account Associate jobs near you

Commercial Lines Account Associate

APR

Trappe, PA • On-site

$60K - $75K/yr

Full-time

Re-posted 7 days ago

Job description

Job Title: Commercial Lines Account Associate

Salary Range: $60,000 - $75,000

Location: Trappe, PA

About Our Agency: We are an independent insurance agency committed to providing outstanding service to our clients. We are currently seeking an experienced Commercial Lines Account Associate with a strong background in servicing a diverse range of commercial accounts. This role is pivotal in maintaining and growing our client relationships through expert management and consultation.
 
Key Responsibilities:
 
  • Expertise in Diverse Accounts: Bring a working knowledge of Property and Casualty accounts across various industries including Construction, Manufacturing, Retail, and Restaurants.
  • Client Consultation & Support: Respond to client inquiries regarding policy and coverage, ensuring accurate and timely advice.
  • Policy Management: Skillfully market and quote new business and account renewals, striving for optimal coverage and cost efficiency for clients.
  • Carrier Relations: Liaise with multiple carrier underwriters, leveraging these relationships to benefit client accounts.
  • Renewal Management: Oversee account renewals, compiling and managing necessary information effectively.
 
Qualifications:
 
  • Experience: 3-5 years (or more) in the insurance industry, specifically in servicing commercial accounts.
  • Licensing: Must possess a current Property and Casualty license.
  • Software Proficiency: Experience with Applied (TAM or EPIC) or AMS360 is preferred.
  • Industry Knowledge: A solid understanding of the Insurance and/or Brokerage business.
  • Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Communication: Strong verbal and written communication skills.
 
What We Offer:
  • A collaborative and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary reflecting experience and qualifications.
 
Confidentiality Promise: All inquiries and applications will be handled with the utmost confidentiality.