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Commercial Account Associate Jobs in Springboro, OH

US Foods, Inc.

CDL A Delivery Truck Driver

Oregonia, OH · On-site

$36.64 - $39/hr

Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ... Benefits for this role may include health insurance, pre-tax accounts, retirement benefits, paid ...

US Foods, Inc.

CDL A Delivery Truck Driver

Loveland, OH · On-site

$36.64 - $39/hr

Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ... Benefits for this role may include health insurance, pre-tax accounts, retirement benefits, paid ...

US Foods, Inc.

CDL A Delivery Truck Driver

Harveysburg, OH · On-site

$36.64 - $39/hr

Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ... Benefits for this role may include health insurance, pre-tax accounts, retirement benefits, paid ...

US Foods, Inc.

CDL A Delivery Truck Driver

Dayton, OH · On-site

$36.64 - $39/hr

Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ... Benefits for this role may include health insurance, pre-tax accounts, retirement benefits, paid ...

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All JobsCommercial Account Associate JobsCommercial Account Associate Jobs in Springboro, OH

Commercial Account Associate information

See Springboro, OH salary details

$26K

$50.1K

$68.8K

How much do commercial account associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for commercial account associate in Springboro, OH is $50,094.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $56,900.00 per year, depending on experience, location, and employer.

What is a commercial account associate?

A Commercial Account Associate is a professional who supports account managers and sales teams in managing business-to-business (B2B) client accounts. Their responsibilities typically include assisting with client communications, processing orders, preparing proposals, resolving issues, and ensuring customer satisfaction. They act as a liaison between clients and the company, helping to maintain and grow business relationships. This role often serves as a stepping stone to more senior account management or sales positions.

What are the typical daily responsibilities of a commercial account associate in an insurance agency?

A Commercial Account Associate in an insurance agency typically manages a portfolio of business clients, assisting with policy renewals, endorsements, and addressing client inquiries. Daily tasks include preparing quotes, processing applications, gathering and verifying documentation, and maintaining accurate records in agency management systems. The role often involves collaborating closely with account managers, underwriters, and sales teams to ensure clients receive timely and effective service. Strong organizational skills and attention to detail are essential, as associates must balance multiple accounts and deadlines simultaneously.

What are the key skills and qualifications needed to thrive as a commercial account associate, and why are they important?

To thrive as a Commercial Account Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or insurance, often supported by a relevant degree. Familiarity with CRM software, insurance quoting systems, and Microsoft Office Suite is typically required. Exceptional communication, customer service, and organizational skills help you build client relationships and manage multiple accounts effectively. These skills are essential for accurately servicing clients, retaining business, and contributing to the success of the agency or firm.

What is the difference between Commercial Account Associate vs Business Development Representative?

AspectCommercial Account AssociateBusiness Development Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer sales or finance certificationsHigh school diploma; often prefers sales or marketing certifications
Work EnvironmentOffice-based, client meetings, account managementOffice and field, prospecting and client outreach
Employer & Industry UsageFinancial services, insurance, bankingSales, marketing, financial services
Common Search & Comparison IntentUnderstanding roles related to client account management in commercial financeSeeking roles focused on generating new business and client acquisition

The Commercial Account Associate primarily manages existing client accounts within financial or insurance sectors, focusing on service and retention. In contrast, a Business Development Representative concentrates on prospecting and acquiring new clients. Both roles often require sales or finance certifications and operate in similar industries, but their core responsibilities differ—one maintains accounts, the other seeks new business opportunities.

Commercial Account Associate jobs near you

Personal Lines & Small Commercial Account Manager

Cincinnati, OH • Remote

IronRoad
Human Resources Consulting Services • 11 - 50 employees
Learn more about IronRoadexternal

$46K - $62K/yr

Full-time

Re-posted 21 days ago

Job description

The Personal Lines & Small Commercial Account Manager is responsible for serving as the primary point of contact handling all aspects of client service, coverage consultation, policy renewals, endorsements, and marketing to carriers. You'll work collaboratively with producers, underwriters, and support staff to deliver best-in-class service to both commercial and personal lines clients.Required Skills:• Strong understanding of both Commercial and Personal Lines P&C products, market awareness, insurance laws and regulations.• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).• Excellent client service skills.• Proven ability to build relationships with clients & carriers/brokers.• Exceptional attention to detail and organizational skills.• Excellent verbal and written communication abilities.• Strong negotiation abilities.• Robust problem-solving abilities.• Ability to prioritize & manage multiple priorities in a fast-paced environment.• Ethical conduct and integrity.Essential Duties/Responsibilities:• Serve as the primary client relationship manager for assigned accounts in both personal and commercial lines.• Respond promptly and professionally to client inquiries, service requests, and policy changes.• Conduct annual reviews and proactively recommend coverage improvements or changes.• Cross-sell to round out client accounts.• Manage all aspects of the policy lifecycle including quoting, binding, issuing, endorsements, certificates, and renewals.• Process policy changes and communicate updates to clients and careers/brokers.• Review insurance applications, policies, and endorsements for accuracy and completeness.• Utilize Applied EPIC for all client documentation, communication tracking, task management, and policy management.• Ensure data integrity and proper documentation within the EPIC system.• Negotiate with carriers on behalf of clients to secure optimal terms and pricing.• Prepare and submit accurate marketing submissions for new business and renewals.• Maintain complete and accurate client files in accordance with agency standards and E&O requirements.• Keep abreast of industry trends, coverage changes, and state/federal insurance regulations.• Maintains a favorable working relationship with all SHS employees to foster aid and promote a cooperative and harmonious working climate which will be conducive to maximum employee morale, productivity, and efficiency/effectiveness. • Other job-related duties as assigned.Education and Experience:• Active Property & Casualty insurance license (required).• Associate or bachelor's degree in business, accounting, or another related field preferred but not required.• 8+ years of experience working in a P&C independent insurance agency (required).• 3+ years of proven, hands-on experience with Applied EPIC (required).

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About IronRoad

Sourced by ZipRecruiter

Industry

Human resources consulting services

Company size

11 - 50 Employees

Headquarters location

Cincinnati, OH, US

Year founded

1997

View All IronRoad Jobs