... Account Associates; supports their development and escalates issues as needed. * Partners closely with Producers and Account Executives on client strategy, renewals, and service commitments.
New
... Account Associates; supports their development and escalates issues as needed. * Partners closely with Producers and Account Executives on client strategy, renewals, and service commitments.
New
... Account Associates; supports their development and escalates issues as needed. * Partners closely with Producers and Account Executives on client strategy, renewals, and service commitments.
New
Pepper Pike, OH · On-site
$13.75 - $18.75/hr
... on account services and capabilities • help with the preparation of reports and other materials ... As a Registered Client Associate, you'll play an important role in team efficiency and relationship ...
Pepper Pike, OH · On-site
$13.75 - $18.75/hr
... on account services and capabilities • help with the preparation of reports and other materials ... As a Registered Client Associate, you'll play an important role in team efficiency and relationship ...
This role serves as the primary client point of contact and trusted advisor-leading account ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...
This role serves as the primary client point of contact and trusted advisor-leading account ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...
This role serves as the primary client point of contact and trusted advisor-leading account ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...
This role serves as the primary client point of contact and trusted advisor-leading account ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Cleveland, OH · On-site
$14 - $19.50/hr
The Client Service Associate will begin their client service insurance brokerage training and ... policy/account activities by gathering, compiling and preparing necessary information, and ...
New
Cleveland, OH · On-site
$14 - $19.50/hr
The Client Service Associate will begin their client service insurance brokerage training and ... policy/account activities by gathering, compiling and preparing necessary information, and ...
New
Cleveland, OH · On-site
$14 - $19.50/hr
The Client Service Associate will begin their client service insurance brokerage training and ... policy/account activities by gathering, compiling and preparing necessary information, and ...
Cleveland, OH · On-site
$14 - $19.50/hr
The Client Service Associate will begin their client service insurance brokerage training and ... policy/account activities by gathering, compiling and preparing necessary information, and ...
Cleveland, OH · Remote
$83K - $150K/yr
Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... The Client Executive generates revenue through consultative selling and account management for new ...
Cleveland, OH · Remote
$83K - $150K/yr
Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... The Client Executive generates revenue through consultative selling and account management for new ...
Fairlawn, OH · On-site
$17.75 - $22/hr
Process client account adjustments as needed * Identify and recommend process improvements to ... Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
Quick apply
Fairlawn, OH · On-site
$17.75 - $22/hr
Process client account adjustments as needed * Identify and recommend process improvements to ... Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
$15.25 - $20.25/hr
Account Support * Develop and maintain a strong working knowledge of assigned client relationships ... Partner closely with the PM, Associate Portfolio Manager (APM), and/or Portfolio Management ...
$15.25 - $20.25/hr
Account Support * Develop and maintain a strong working knowledge of assigned client relationships ... Partner closely with the PM, Associate Portfolio Manager (APM), and/or Portfolio Management ...
Evaluate account needs and select appropriate markets. Consult service and sales teams to offer up ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...
Evaluate account needs and select appropriate markets. Consult service and sales teams to offer up ... Associate or bachelor's degree in risk management and insurance, benefit, human resources or ...
Hudson, OH · On-site
$36K - $45K/yr
Client Service & Operations Level & Status P3, Exempt Position Description: The Investment ... Review assigned account liquidations under established procedures. * Monitor shared inboxes and ...
Hudson, OH · On-site
$36K - $45K/yr
Client Service & Operations Level & Status P3, Exempt Position Description: The Investment ... Review assigned account liquidations under established procedures. * Monitor shared inboxes and ...
The Account Manager directly oversees one Towne Park account and is responsible for account ... Maintains strict confidentiality related to associate and client information Safety and Risk ...
The Account Manager directly oversees one Towne Park account and is responsible for account ... Maintains strict confidentiality related to associate and client information Safety and Risk ...
The Account Manager directly oversees one Towne Park account and is responsible for account ... Maintains strict confidentiality related to associate and client information Safety and Risk ...
The Account Manager directly oversees one Towne Park account and is responsible for account ... Maintains strict confidentiality related to associate and client information Safety and Risk ...
Hudson, OH · On-site
$36K - $45K/yr
Client Service & Operations Level & Status P3, Exempt Position Description: The Investment ... Review assigned account liquidations under established procedures. * Monitor shared inboxes and ...
Hudson, OH · On-site
$36K - $45K/yr
Client Service & Operations Level & Status P3, Exempt Position Description: The Investment ... Review assigned account liquidations under established procedures. * Monitor shared inboxes and ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Account Management * Client Management * Customer and Client Focus * Issue Management * Oral ...
Be Seen First
Cleveland, OH · On-site
$55K - $80K/yr
Our B2B Sales Associates, play a vital part for our team by meeting sales targets, managing current ... Manage existing client accounts to ensure outstanding service, high satisfaction, and long-term ...
Quick apply
Be Seen First
Cleveland, OH · On-site
$55K - $80K/yr
Our B2B Sales Associates, play a vital part for our team by meeting sales targets, managing current ... Manage existing client accounts to ensure outstanding service, high satisfaction, and long-term ...
Be Seen First
Cleveland, OH · On-site
$55K - $80K/yr
Our B2B Sales Associates, play a vital part for our team by meeting sales targets, managing current ... Manage existing client accounts to ensure outstanding service, high satisfaction, and long-term ...
Quick apply
Be Seen First
Cleveland, OH · On-site
$55K - $80K/yr
Our B2B Sales Associates, play a vital part for our team by meeting sales targets, managing current ... Manage existing client accounts to ensure outstanding service, high satisfaction, and long-term ...
$26.9K - $31K
1% of jobs
$31K - $35K
2% of jobs
$35K - $39K
7% of jobs
$39K - $43K
13% of jobs
$43.5K is the 25th percentile. Wages below this are outliers.
$43K - $47K
15% of jobs
The median wage is $50.1K / yr.
$47K - $51.1K
16% of jobs
$51.1K - $55.1K
15% of jobs
$57.4K is the 75th percentile. Wages above this are outliers.
$55.1K - $59.1K
12% of jobs
$59.1K - $63.1K
8% of jobs
$63.1K - $67.2K
7% of jobs
$67.2K - $71.2K
4% of jobs
$26.9K
$51.9K
$71.2K
| Aspect | Client Account Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer associate's degree | High school diploma or equivalent |
| Work Environment | Financial institutions, corporate client accounts, B2B settings | Retail, call centers, service industries |
| Employer & Industry Usage | Banking, investment firms, financial services | Retail stores, telecom, hospitality |
| Common Search & Comparison | Client 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.
Beachwood, OH • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 3 days ago
New
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Built on an entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration, equipping teams to perform at the highest levels.
Job Summary
Acrisure is seeking a Personal Lines Senior Account Manager- High Net Worth to join our growing team. The Senior Account Manager serves as a strategic, experienced client service leader and is the primary point of contact for complex accounts. This role is accountable for overseeing service delivery, mentoring team members, managing sophisticated client needs, and partnering closely with Producers and Account Executives to drive retention, growth, and client satisfaction. This position requires deep subject matter expertise, sound judgment, and the ability to lead through influence.
Responsibilities
Serves as the primary day-to-day contact for assigned clients, focusing on complex accounts and higher-level client needs.
Leads overall client service delivery, including coordination, prioritization, and quality control across the service team.
Mentors, coaches, and provides guidance to Account Managers and Account Associates; supports their development and escalates issues as needed.
Partners closely with Producers and Account Executives on client strategy, renewals, and service commitments.
Oversees new business and renewal processes, including managing timelines, deliverables, and stakeholder communication.
Develops and executes renewal and placement strategies in collaboration with Producers and service teams.
Reviews and negotiates coverage, pricing, and terms with carriers and underwriters for complex placements.
Ensures service standards are met or exceeded; identifies trends and drives continuous improvement initiatives.
Acts as a trusted advisor to clients by proactively identifying risks, coverage gaps, and opportunities to strengthen insurance programs.
Ensures all client files are accurately documented to minimize E&O exposure and enable timely response to client requests.
Accountable for client outcomes including retention, account rounding, referrals, and smooth, uneventful renewals.
Requirements
Active Property & Casualty insurance license for the state in which the agency operates.
Advanced knowledge of insurance products, carrier markets, and client service best practices.
Strong proficiency in electronic systems and agency management platforms; advanced Microsoft Office skills (Word, Excel, PowerPoint).
Demonstrated ability to lead, mentor, and influence others without direct authority.
Excellent verbal, written, and interpersonal communication skills.
Strong organizational skills, attention to detail, and ability to manage competing priorities.
Commitment to pursuing or maintaining professional insurance designations.
Education and Experience
High school diploma required; college degree preferred.
Bachelor’s degree in Business or a related field, or equivalent relevant experience.
Minimum of 7–10 years of experience in the insurance industry or a closely related field.
Prior experience managing complex, high net worth accounts and supporting producers or sales teams.
#LI-KB1
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.