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Client Account Associate Jobs (NOW HIRING)

Account Associate

Troy, MI · On-site

$45K - $61K/yr

Ensure a seamless client experience from initial inquiry through final delivery Operations ... Account Associates are compensated with a competitive base salary and are not eligible for ...

Training & development Account Associate Godfrey Insurance Agency Waxhaw, NC About Us At Godfrey ... Maintain detailed client records and documentation. * Collaborate with team members to deliver an ...

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 ...

Ministry Brands is looking for a Client Account Manager to join our growing team! Who we are ... Associates are supported through an Employee Assistance Program which provides access to in-person ...

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Client Account Associate information

See salary details

$29.5K

$56.8K

$78K

How much do client account associate jobs pay per year?

As of Jun 20, 2026, the average yearly pay for client account associate in the United States is $56,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

Is client associate entry level?

A Client Account Associate position is often considered entry-level, suitable for candidates with basic customer service, communication, and organizational skills. Many roles require minimal prior experience, though some employers may prefer familiarity with CRM software or financial products. Advancement typically involves gaining industry knowledge and developing client management skills.

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 job makes $10,000 a month without a degree?

A Client Account Associate can potentially earn $10,000 a month through commissions, bonuses, or high-value client management, especially in sales or financial services. Success in such roles often depends on strong communication skills, industry knowledge, and performance, rather than formal degrees.

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 jobs in the U.S. pay 300,000 a year?

A Client Account Associate typically does not earn $300,000 annually; such high salaries are usually associated with executive roles, senior investment professionals, or specialized consultants. High-paying jobs often require extensive experience, advanced skills, or leadership positions in finance, law, or technology sectors.

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 cities are hiring for Client Account Associate jobs? Cities with the most Client Account Associate job openings:
What are the most commonly searched types of Client Account jobs? The most popular types of Client Account jobs are:
What states have the most Client Account Associate jobs? States with the most job openings for Client Account Associate jobs include:
Client Account Specialist

Client Account Specialist

Choice Insurance

Bismarck, ND • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago


Job description

Description:

Company Overview

Choice Insurance offers comprehensive insurance products and services for business, personal and agricultural needs. We help clients identify risks and exposures within their personal lives and businesses and believe that the strength of an insurance program is measured by how closely it’s tailored to its client’s needs. At Choice Insurance, a Vizance Company our vision is simple: Be the leader in associate loyalty and client relationships. Everything we do begins with our people. This is a place where associates come first - voices are heard and contributions are valued. People feel supported and excited to be part of something meaningful! We operate under the "We before Me" mindset to foster a positive team culture that is committed to client success. Join us on The Journey - you're welcome here!


Job Description

The Client Account Specialist - Commercial Lines is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The associate is responsible for day-to-day account management for small to mid-sized clients. This entry-level role works to develop ongoing #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims.

This is a full-time onsite role at our Bismarck, ND location


WHAT YOU WILL DO

  • Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
  • Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties.
  • Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met.
  • Timely and accurate completion of tasks, basic product knowledge.
  • Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
  • Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
  • Remarkets accounts as needed
  • Secures quotes for new business opportunities
  • Maintains orderly electronic files and information in accordance with agency standards
  • Maintains confidentiality of sensitive information.
  • Assists with billing and payment inquiries.
  • Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
  • Creates and generates reports upon request.
  • Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
  • Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals
  • Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
  • Helps support bringing up and training new individuals when asked
  • Offers transactional assistance to Commercial Lines Support Staff

WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE

  • COMPANY PAID Voluntary Life and Short-Term Disability insurance
  • Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
  • 401(k) & company match
  • HSA
  • FSA
  • Paid Time Off & Birthday PTO
  • Licensure assistance
  • Security of working for a stable, independent agency with a defined path for internal succession
  • A supportive team environment that celebrates success
  • Positive work-life balance


Requirements:

WHAT YOU WILL BRING

  • Minimum of 1 year office administrative experience
  • Preferred Associate's degree or higher
  • Willingness to obtain Property & Casualty Licensing within 60 days of hire (Assistance provided)
  • Ability to assists with departmental projects.
  • Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks.
  • Excellent customer service and interpersonal skills
  • Works under direct supervision
  • Work full-time - Monday-Friday 8am-5pm onsite at branch location