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Client Account Associate Jobs in Spring, TX (NOW HIRING)

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Client Account Associate information

See Spring, TX salary details

$26.3K

$50.6K

$69.4K

How much do client account associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client account associate in Spring, TX is $50,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $57,400.00 per year, depending on experience, location, and employer.

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.

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 does a Client Account Associate do?

A Client Account Associate is responsible for supporting client relationships and managing various administrative and operational tasks. They assist with account setup, respond to client inquiries, prepare reports, and ensure that clients have a positive experience with the company’s products or services. This role often involves communicating with clients, coordinating with internal teams, and resolving any issues that may arise. Client Account Associates play a key role in maintaining client satisfaction and supporting the overall success of the business.

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 cities near Spring, TX are hiring for Client Account Associate jobs? Cities near Spring, TX with the most Client Account Associate job openings:
Client Account Associate jobs near you
Senior Account Associate- Commercial Insurance

Senior Account Associate- Commercial Insurance

Insurance Office of America

Houston, TX

Full-time

Medical, Retirement

Posted 23 days ago

Insurance Office Of America rating

8.6

Company rating: 8.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

73rd of 259 rated insurance

Job description

Description

Job Description:

Title: Senior Account Associate - Commercial Lines 
Work Mode: Remote, Eastern and Central Time Zones only | Location/Supporting: Longwood, FL | Book Focus: General, Construction, Hospitality, Real Estate
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: Assist in 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: Assist in reviewing contracts to ensure proper coverages are included. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

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

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

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

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • 3+ years of customer service experience in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing, professional designation (CISR) preferred 

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

  • Exceptional customer service, communication, 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 50-65K 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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