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Client Success Associate Jobs in Holbrook, NY (NOW HIRING)

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Associate Account Manager Insurance

Patchogue, NY · On-site

$55K - $70K/yr

Associate Account Manager - Commercial Lines Insurance (Apprenticeship Opportunity) Are you looking ... client success that spans over six decades.

EPIC Brokers

Private Client Associate

Melville, NY

$33.34 - $41.03/hr

We have grown very quickly since our founding, and we continue to see growth and success thanks to ... JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client ...

EPIC Brokers

Private Client Associate

Melville, NY · On-site

$33.34 - $41.03/hr

We have grown very quickly since our founding, and we continue to see growth and success thanks to ... JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client ...

W.B. Mason

Furniture Coordinator

Hauppauge, NY · On-site

$65K - $75K/yr

The role will also include reporting on sales and assisting with other duties that support client services and sales operations. Some Qualifications For Success * Associate's degree or relevant ...

Alera Group

Associate Account Executive

Melville, NY · On-site +1

... client success. The Senior Associate Account Executive provides advanced account management and administrative support to Account Executives and Senior Account Executives serving Commercial Property ...

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All JobsClient Success Associate JobsClient Success Associate Jobs in Holbrook, NY

Client Success Associate information

See Holbrook, NY salary details

$18.8K

$53.9K

$94.5K

How much do client success associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success associate in Holbrook, NY is $53,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $66,600.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Holbrook, NY?

The most popular types of Client Success jobs in Holbrook, NY are:

What job categories do people searching Client Success Associate jobs in Holbrook, NY look for?

The top searched job categories for Client Success Associate jobs in Holbrook, NY are:

What cities near Holbrook, NY are hiring for Client Success Associate jobs?

Cities near Holbrook, NY with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Holbrook, NY as of August 2026, with employment types broken down into 75% Full Time, 22% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,864 per year, or $25.9 per hour.

Underwriting Account Associate

Borg insurance Agency & Associates

Huntington, NY

$60K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description

Join One of Long Island's Leading Independent Insurance Agencies

At Borg Insurance Agency & Associates, we've built our reputation by combining exceptional client service with outstanding technical expertise. As we continue to grow, we're looking for an organized, detail-oriented professional to join our Commercial Underwriting team.

As an Underwriting Account Associate, you'll play a critical role in helping our underwriters and account executives move business efficiently from submission to binding while ensuring every client receives the high level of service that defines Borg.

This position is ideal for someone who enjoys organization, thrives in a fast-paced environment, and takes pride in producing accurate, high-quality work. Every day brings new challenges, new accounts, and opportunities to learn more about commercial insurance.

What You'll Do

As part of our Underwriting/Marketing team, you'll provide operational support throughout the commercial insurance placement process.

Your responsibilities will include:

  • Assist with new business submissions and commercial renewal remarketing.
  • Review applications and supporting documentation for completeness and accuracy.
  • Coordinate the binding process, ensuring all required subjectivities are satisfied.
  • Prepare Premium Finance Agreements.
  • Process Certificates of Insurance accurately and promptly.
  • Request and organize loss runs from insurance carriers.
  • Maintain accurate underwriting files and documentation within our agency management system.
  • Prepare proposals, comparison summaries, and other client-facing materials.
  • Support Underwriters and Account Executives throughout the marketing and placement process.
  • Communicate professionally with insurance carriers, brokers, clients, and internal team members.
  • Assist with special projects and departmental initiatives as assigned.
What Makes Someone Successful Here

Our most successful team members share several characteristics:

  • Exceptionally organized
  • Highly detail-oriented
  • Dependable and accountable
  • Strong sense of urgency
  • Calm under deadlines
  • Excellent written and verbal communication skills
  • Positive, collaborative attitude
  • Continuous learner who enjoys improving processes
  • Takes ownership and follows through

We value people who don't simply complete tasks. We value professionals who think ahead, solve problems, and continuously look for ways to improve the client and team experience.

Qualifications
  • Commercial insurance experience is required
  • Experience in underwriting support, account management, agency operations, or client service is highly desirable.
  • Experience with Applied EPIC is a plus.
  • Strong Microsoft Office proficiency.
  • Excellent organizational and multitasking abilities.
  • Ability to work accurately in a deadline-driven environment.
  • Outstanding attention to detail.
  • New York Property & Casualty License preferred or willingness to obtain.
Location
  • While in person / hybrid is strongly preferred
  • Fully Remote may be considered for a stand out candidate.

If you're looking for a career where your work matters, your attention to detail is valued, and your contributions directly impact client success, we'd love to hear from you.