... management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams
... management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)
Boise, ID · On-site +1
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive ... Client Engagement : Cultivate and expand your network within established markets * Products and ...
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)
Boise, ID · On-site +1
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive ... Client Engagement : Cultivate and expand your network within established markets * Products and ...
Paraplanner
Idaho Falls, ID · On-site +1
The paraplanner will primarily assist financial advisors and associate financial advisors with ... Maintain client management system * Call clients and prospects to set up appointments * Respond to ...
Paraplanner
Idaho Falls, ID · On-site +1
The paraplanner will primarily assist financial advisors and associate financial advisors with ... Maintain client management system * Call clients and prospects to set up appointments * Respond to ...
Our success comes from the success of our associates and customers. Come experience the Elwood way ... Develop a strong working relationship with the client's management team. * * Build effective ...
Our success comes from the success of our associates and customers. Come experience the Elwood way ... Develop a strong working relationship with the client's management team. * * Build effective ...
... the client's management team.Build effective relationships with all stakeholders to anticipate ... Assist with identifying and assigning temporary associates who meet the client's standards ...
Quick apply
... the client's management team.Build effective relationships with all stakeholders to anticipate ... Assist with identifying and assigning temporary associates who meet the client's standards ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
They will lead our Aviation efforts and brings experience in client management and coordination ... Represent Keller Associates, building relationships with new and existing clients, and sub ...
They will lead our Aviation efforts and brings experience in client management and coordination ... Represent Keller Associates, building relationships with new and existing clients, and sub ...
Sr. Relationship Manager - Global Commercial Banking/Middle Market (Boise, Idaho)
Boise, ID · On-site
Client Management * Client Solutions Advisory * Prospecting * Relationship Building * Risk ... Capable of organizing, facilitating, leading and negotiating with a team of bank associates to ...
Sr. Relationship Manager - Global Commercial Banking/Middle Market (Boise, Idaho)
Boise, ID · On-site
Client Management * Client Solutions Advisory * Prospecting * Relationship Building * Risk ... Capable of organizing, facilitating, leading and negotiating with a team of bank associates to ...
Client Management * Client Solutions Advisory * Prospecting * Relationship Building * Risk ... Capable of organizing, facilitating, leading and negotiating with a team of bank associates to ...
Client Management * Client Solutions Advisory * Prospecting * Relationship Building * Risk ... Capable of organizing, facilitating, leading and negotiating with a team of bank associates to ...
Aviation Team Lead
Meridian, ID · On-site
They will lead our Aviation efforts and brings experience in client management and coordination ... Represent Keller Associates, building relationships with new and existing clients, and sub ...
Aviation Team Lead
Meridian, ID · On-site
They will lead our Aviation efforts and brings experience in client management and coordination ... Represent Keller Associates, building relationships with new and existing clients, and sub ...
Client Services Representative
Meridian, ID · On-site
$15.50 - $21/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...
Client Services Representative
Meridian, ID · On-site
$15.50 - $21/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...
Client Services Representative
$15 - $17.70/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...
Client Services Representative
$15 - $17.70/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...
Paraplanner
Idaho Falls, ID · On-site +1
The paraplanner will primarily assist financial advisors and associate financial advisors with ... Maintain client management system * Call clientsandprospects to set up appointments * Respond ...
Paraplanner
Idaho Falls, ID · On-site +1
The paraplanner will primarily assist financial advisors and associate financial advisors with ... Maintain client management system * Call clientsandprospects to set up appointments * Respond ...
Paraplanner
Idaho Falls, ID · On-site
The paraplanner will primarily assist financial advisors and associate financial advisors with ... Maintain client management system * Call clients and prospects to set up appointments * Respond to ...
Paraplanner
Idaho Falls, ID · On-site
The paraplanner will primarily assist financial advisors and associate financial advisors with ... Maintain client management system * Call clients and prospects to set up appointments * Respond to ...
Manager of Operations
Boise, ID · On-site
This individual provides leadership to Relationship Managers, Client Service Associates, and Administrative staff while driving operational efficiency, accountability, and adherence to firm standards.
Quick apply
Manager of Operations
Boise, ID · On-site
This individual provides leadership to Relationship Managers, Client Service Associates, and Administrative staff while driving operational efficiency, accountability, and adherence to firm standards.
Manager of Operations
Boise, ID · On-site
This individual provides leadership to Relationship Managers, Client Service Associates, and Administrative staff while driving operational efficiency, accountability, and adherence to firm standards.
Manager of Operations
Boise, ID · On-site
This individual provides leadership to Relationship Managers, Client Service Associates, and Administrative staff while driving operational efficiency, accountability, and adherence to firm standards.
Sr. Trust Officer
$95K - $200K/yr
... associates, and Centers of Influence. Job expectations include working with teams to drive business ... Client Management * Wealth Planning * Customer and Client Focus * Client Experience Branding
Sr. Trust Officer
$95K - $200K/yr
... associates, and Centers of Influence. Job expectations include working with teams to drive business ... Client Management * Wealth Planning * Customer and Client Focus * Client Experience Branding
Client Service Coordinator
Boise, ID · On-site
$24/hr
Manage incoming phone calls * Generate, manage, and follow up on inbound lead sources * Acquire new ... Bachelors or Associates Degree
Client Service Coordinator
Boise, ID · On-site
$24/hr
Manage incoming phone calls * Generate, manage, and follow up on inbound lead sources * Acquire new ... Bachelors or Associates Degree
Client Management Associate information
See Idaho salary details
$9.50 - $12.13
3% of jobs
$12.13 - $14.76
12% of jobs
$15.90 is the 25th percentile. Wages below this are outliers.
$14.76 - $17.40
23% of jobs
The median wage is $18.65 / hr.
$17.40 - $20.03
24% of jobs
$22.19 is the 75th percentile. Wages above this are outliers.
$20.03 - $22.66
15% of jobs
$22.66 - $25.29
10% of jobs
$25.29 - $27.92
6% of jobs
$27.92 - $30.55
2% of jobs
$30.55 - $33.19
2% of jobs
$33.19 - $35.82
1% of jobs
$35.82 - $38.45
1% of jobs
$9
$21
$38
How much do client management associate jobs pay per hour?
How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?
What does a client management associate do?
What cities in Idaho are hiring for Client Management Associate jobs?
Cities in Idaho with the most Client Management Associate job openings:

$70K - $90K/yr
Full-time
Medical, Retirement
Posted 9 days ago
Insurance Office Of America rating
8.8
Based on 18 frontline employees who took The Breakroom Quiz
57th of 310 rated insurance
Job description
Description
Job Description:
Commercial Insurance Account Manager
Book Focus: Transportation
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: We are seeking insurance professionals with 5 years of commercial insurance experience, an active P&C license, and commercial transportation / trucking experience, for current and future opportunities within our Account Management career path based on experience and licensing.
Provide administrative, technical, and customer service support to the account team and assigned clients. This role ensures accurate policy processing, supports new and renewal business, and maintains high service standards while minimizing risk exposure.
The scope, autonomy, and complexity of responsibilities increase by level, ranging from task execution (Account Associate) to independent account management and technical advisory (Account Manager Associate).
Core Responsibilities (All Levels)
Client Service & Support
Deliver proactive, responsive service to clients and internal teams
Communicate workload status and resolve service requests efficiently
Support strong client and team relationships
Policy Administration
Process endorsements, audits, cancellations, reinstatements
Manage certificates, ID cards, binders, invoices, and related documents
Support policy issuance and documentation accuracy
Business & Renewal Support
Assist or lead new and renewal business processes
Prepare submissions and proposals
Gather underwriting information and documentation
Systems & Workflow Management
Maintain accurate client and policy data in systems
Monitor activities and ensure timely task completion
Billing & Compliance
Resolve billing discrepancies and support collections
Ensure adherence to policies and minimize errors & omissions exposure
Level Differentiation
Account Associate (AA) (Non-Exempt)– Foundational
Executes transactional and administrative tasks
Supports workflows under close supervision
Assists with submissions and policy processing
Focused on accuracy, timeliness, and task completion
Senior Account Associate (SAA) (Non-Exempt)– Intermediate
Independently manage small or low-complexity accounts
Tracks renewals and ensures timely processing
Performs underwriting preparation and loss run analysis
Evaluates and negotiates coverage/pricing
Prepares proposals and binds coverage
Provides guidance to junior staff
Account Manager Associate (AMA) (Exempt) – Advanced
Operates with minimal supervision and increased autonomy
Manages full customer service lifecycle (billing, claims, coverage)
Leads renewal strategy, negotiation, and execution
Performs in-depth coverage analysis and advisory support
Handles more complex accounts and escalations
Demonstrates advanced technical expertise and leadership
Differences Summary
Account Associate: Task-driven, execution-focused, entry-level support
Senior Account Associate: Independent contributor, analytical, manages smaller accounts
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 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 $70,000.00 - $90,000.00 annually, depending on role, 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