... 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 ...
World Insurance Associates ("World") is a unique financial services organization with a global ... Commercial Lines Sales Executive (Client Advisor) Position Overview World's Client Advisors bring ...
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World Insurance Associates ("World") is a unique financial services organization with a global ... Commercial Lines Sales Executive (Client Advisor) Position Overview World's Client Advisors bring ...
Sales Executive - Commercial Lines
Laredo, TX · On-site
$60K - $200K/yr
World Insurance Associates ("World") is a unique financial services organization with a global ... Commercial Lines Sales Executive (Client Advisor) Position Overview World's Client Advisors bring ...
Sales Executive - Commercial Lines
Laredo, TX · On-site
$60K - $200K/yr
World Insurance Associates ("World") is a unique financial services organization with a global ... Commercial Lines Sales Executive (Client Advisor) Position Overview World's Client Advisors bring ...
Retail Store Stocking Associate
Laredo, TX · On-site
$13.50 - $15.25/hr
Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...
Retail Store Stocking Associate
Laredo, TX · On-site
$13.50 - $15.25/hr
Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...
Retail Store Stocking Associate
Encinal, TX · On-site
$13.25 - $15/hr
Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...
Retail Store Stocking Associate
Encinal, TX · On-site
$13.25 - $15/hr
Review project instructions and client expectations before each assignment * Execute merchandising projects according to client requirements * Perform product resets, cut-ins, display maintenance ...
... 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 Success Associate
Laredo, TX · On-site
... Customer Success Associates. In this role, you'll build meaningful relationships with clients, provide personalized support, and help customers get the most value from our services. What We're ...
Customer Success Associate
Laredo, TX · On-site
... Customer Success Associates. In this role, you'll build meaningful relationships with clients, provide personalized support, and help customers get the most value from our services. What We're ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
... 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 I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Zapata, TX · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Zapata, TX · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Zapata, TX · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Zapata, TX · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Laredo, TX · On-site
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
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.
Senior Account Associate- Commercial Insurance- Remote
Laredo, TX • On-site
Full-time
Medical, Retirement
Re-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
Job Description:
Title:Senior AccountAssociate- 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:Assistin 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:Assistin reviewing contracts to ensure propercoverages areincluded.
Accounts Receivable:Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.
System Maintenance:Maintainagency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Activity Monitoring:Monitorand maintain activity/suspense to ensuretimelycompletion.
Communication:Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.
Service Excellence:Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.
Policy Compliance:Stay updated on company policies and procedures.
Continuous Improvement:Seekand adoptbestpractices to improve individual and team performance.
Champion IOA Values:Demonstrateintegrity and leadership.
Ideal CandidateQualifications:
3+ years ofcustomer service experiencein the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing,professionaldesignation(CISR)preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiencyin 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
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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