Company Overview World Insurance Associates ("World") is a unique financial services organization ... Position Summary The Senior Client Manager independently serves as the primary service contact for ...
Company Overview World Insurance Associates ("World") is a unique financial services organization ... Position Summary The Senior Client Manager independently serves as the primary service contact for ...
Financial Planning Associate
Lawrence, KS · On-site
$51K - $55K/yr
This role provides organizational, client service, and planning support while developing technical financial planning knowledge and experience. The Financial Planning Associate contributes to ...
Quick apply
Financial Planning Associate
Lawrence, KS · On-site
$51K - $55K/yr
This role provides organizational, client service, and planning support while developing technical financial planning knowledge and experience. The Financial Planning Associate contributes to ...
Client Services Specialist
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$14 - $18.50/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$14 - $18.50/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Olathe, KS · On-site
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16.50 - $21.75/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Great Bend, KS · On-site
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Great Bend, KS · On-site
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Parsons, KS · On-site
Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience. Bachelors ...
Client Engagement Manager
Parsons, KS · On-site
Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience. Bachelors ...
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Overland Park, KS · On-site
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Topeka, KS · On-site
$14 - $18.50/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
Topeka, KS · On-site
$14 - $18.50/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Client Services Specialist
$16 - $21.25/hr
Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Parsons, KS · On-site
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Parsons, KS · On-site
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Hutchinson, KS · On-site
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Hutchinson, KS · On-site
Non-exempt Requirements Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and ...
Client Engagement Manager
Manhattan, KS · On-site
Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience. Bachelors ...
Client Engagement Manager
Manhattan, KS · On-site
Required Experience and Education Associates degree in a Business or Liberal Arts field and work experience in client facing roles, or equivalent combination of education and experience. Bachelors ...
Client Associate information
See Kansas salary details
$16.5K - $21.1K
3% of jobs
$21.1K - $25.7K
1% of jobs
$25.7K - $30.4K
9% of jobs
$30.4K - $35K
6% of jobs
$36.6K is the 25th percentile. Wages below this are outliers.
$35K - $39.6K
16% of jobs
$39.6K - $44.2K
11% of jobs
The median wage is $45.8K / yr.
$44.2K - $48.8K
11% of jobs
$48.8K - $53.5K
14% of jobs
$54.7K is the 75th percentile. Wages above this are outliers.
$53.5K - $58.1K
15% of jobs
$58.1K - $62.7K
11% of jobs
$62.7K - $67.3K
3% of jobs
$16.5K
$45.5K
$67.3K
How much do client associate jobs pay per year?
What jobs pay 4000 a week without a degree?
Is a client service associate a good job?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Commercial Lines Senior Client Manager
Overland Park, KS • On-site, Remote
Full-time
Retirement
Re-posted 6 days ago
World Insurance Associates rating
7.8
Based on 19 frontline employees who took The Breakroom Quiz
168th of 281 rated insurance
Job description
World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Primary Responsibilities
- Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
- Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
- Determines Markets within Core Carrier Strategy
- Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
- Creates complete carrier submission and submits
- Obtains signed binding and notifies carriers
- Reviews binding documents for accuracy
- Contract Reviews
- Set up and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
- Attach, organize, and name documents in EPIC
- Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
- Create activities in EPIC and assign to applicable team member
- Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.
Work Experience
- 3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
- Must hold state Property & Casualty insurance license
Essential Skills/Competencies
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
- Able to understand new technology platforms quickly.
- Proficient in agency management systems (EPIC) and carrier sites.
- Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
- Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
- Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
- Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
- Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
- Able to solve difficult problems that are not routine, but not overly complex.
- Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
- Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
- High School Diploma or equivalent experience.
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-MF1
What World Insurance Associates employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About World Insurance Associates
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Iselin, NJ, US
Year founded
1934