Senior Account Associate - Commercial Lines Work Mode: Remote (Central and Eastern Time Zones Only ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Senior Account Associate - Commercial Lines Work Mode: Remote (Central and Eastern Time Zones Only ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Senior Account Associate - Commercial Lines Work Mode: Remote (Florida, Texas and Eastern Time Zone ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Senior Account Associate - Commercial Lines Work Mode: Remote (Florida, Texas and Eastern Time Zone ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Sales Associate II
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Sales Associate II
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Temporary Sales Associate
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Senior Account Associate - Commercial Lines Work Mode: Remote/ Eastern and Central Time Zones Only ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Senior Account Associate - Commercial Lines Work Mode: Remote/ Eastern and Central Time Zones Only ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level What We Offer: * Competitive salaries and bonus potential * Company-paid health insurance * Paid ...
Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level What We Offer: * Competitive salaries and bonus potential * Company-paid health insurance * Paid ...
Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level What We Offer: * Competitive salaries and bonus potential * Company-paid health insurance * Paid ...
Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level What We Offer: * Competitive salaries and bonus potential * Company-paid health insurance * Paid ...
Sales Associate II
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Sales Associate II
Laredo, TX · On-site
$13.25 - $15.25/hr
The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...
Senior Account Associate - Commercial Lines Hybrid Preferred: 1 days in office at our Binghamton, N ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
Senior Account Associate - Commercial Lines Hybrid Preferred: 1 days in office at our Binghamton, N ... New and Renewal Business Support: Conduct client research, gather underwriting information ...
... Associate. * Policy Management: Track policy expirations for existing clients, ensuring renewals ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...
... Associate. * Policy Management: Track policy expirations for existing clients, ensuring renewals ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...
... Associate. * Policy Management: Track policy expirations for existing clients, ensuring renewals ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...
... Associate. * Policy Management: Track policy expirations for existing clients, ensuring renewals ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...
Customer Service Associate
Zapata, TX · On-site
$12 - $16.50/hr
The Customer Service Associate is responsible for providing outstanding service, maintaining a clean, customer friendly environment, stock and merchandise products, and operate the register. Duties ...
Customer Service Associate
Zapata, TX · On-site
$12 - $16.50/hr
The Customer Service Associate is responsible for providing outstanding service, maintaining a clean, customer friendly environment, stock and merchandise products, and operate the register. Duties ...
Customer Service Associate
Zapata, TX · On-site
$12 - $16.50/hr
The Customer Service Associate is responsible for providing outstanding service, maintaining a clean, customer friendly environment, stock and merchandise products, and operate the register. Duties ...
Customer Service Associate
Zapata, TX · On-site
$12 - $16.50/hr
The Customer Service Associate is responsible for providing outstanding service, maintaining a clean, customer friendly environment, stock and merchandise products, and operate the register. Duties ...
Customer Service FCL Associate
Laredo, TX · On-site
$16/hr
Record shipment data, such as weight, charges, space availability, and damages and discrepancies, for reporting, accounting, and recordkeeping purposes Contact Transportation Dispatch Associate to ...
Quick apply
Customer Service FCL Associate
Laredo, TX · On-site
$16/hr
Record shipment data, such as weight, charges, space availability, and damages and discrepancies, for reporting, accounting, and recordkeeping purposes Contact Transportation Dispatch Associate to ...
... Associate. * Policy Management: Track policy expirations for existing clients, ensuring renewals ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...
... Associate. * Policy Management: Track policy expirations for existing clients, ensuring renewals ... Conduct client research, gather underwriting information, perform loss run analysis, prepare ...
Client Associate information
See Laredo, TX salary details
$16.2K - $20.8K
3% of jobs
$20.8K - $25.3K
1% of jobs
$25.3K - $29.9K
9% of jobs
$29.9K - $34.4K
6% of jobs
$36K is the 25th percentile. Wages below this are outliers.
$34.4K - $39K
16% of jobs
$39K - $43.5K
11% of jobs
The median wage is $45.1K / yr.
$43.5K - $48.1K
11% of jobs
$48.1K - $52.6K
14% of jobs
$53.8K is the 75th percentile. Wages above this are outliers.
$52.6K - $57.2K
15% of jobs
$57.2K - $61.7K
11% of jobs
$61.7K - $66.3K
3% of jobs
$16.2K
$44.7K
$66.3K
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.
Full-time
Medical, Retirement
Posted 4 days ago
Insurance Office Of America rating
8.9
Based on 17 frontline employees who took The Breakroom Quiz
44th of 281 rated insurance
Job description
Description
Job Description:
Title: Senior Account Associate - Commercial Lines
Work Mode: Remote (Central and Eastern Time Zones Only) | Location/Supporting: Kissimmee, FL | Book Focus: Agriculture, Construction, Contractors
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 50-70K 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.
What Insurance Office Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Insurance Office of America
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Longwood, FL, US
Year founded
1988