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Insurance Associate information

See Needham, MA salary details

$28.3K

$73.1K

$157.4K

How much do insurance associate jobs pay per year?

As of May 31, 2026, the average yearly pay for insurance associate in Needham, MA is $73,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $85,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Associate, and why are they important?

To thrive as an Insurance Associate, you need a solid understanding of insurance products, policy administration, and basic financial principles, typically backed by a relevant degree or prior experience in insurance or customer service. Familiarity with insurance management software, CRM systems, and sometimes state insurance licensing is often required. Strong interpersonal communication, attention to detail, and problem-solving skills help you excel in client interactions and policy management. These skills ensure accurate policy processing, regulatory compliance, and high-quality customer service in a competitive industry.

What are some common challenges Insurance Associates face when assisting clients, and how can these be managed effectively?

Insurance Associates often encounter challenges such as explaining complex policy details to clients, managing a high volume of inquiries, and keeping up with frequent regulatory changes. To manage these, it's helpful to develop strong communication and organizational skills, stay updated through ongoing training, and use digital tools provided by the agency. Collaborating closely with underwriters, claims adjusters, and senior agents can also provide valuable support and insights for handling client needs efficiently.

What does an Insurance Associate do?

An Insurance Associate is a professional who assists clients with their insurance needs, whether it's helping them understand different policies, processing applications, or handling claims. They often work for insurance companies, agencies, or brokerages, and serve as a point of contact between the company and clients. Their responsibilities can include explaining coverage options, gathering client information, maintaining records, and ensuring compliance with industry regulations. Insurance Associates play a crucial role in providing customer service and supporting the sales and administrative functions of an insurance office.

What is the difference between Insurance Associate vs Insurance Agent?

AspectInsurance AssociateInsurance Agent
CertificationsTypically requires licensing and insurance-related certificationsRequires licensing; may need additional state-specific licenses
Work EnvironmentOffice-based, supporting insurance sales and customer serviceField-based, meeting clients and selling policies
Employer & Industry UsageCommon in insurance companies and agencies for support rolesIndependent or agency-based sales roles in insurance industry
Primary FocusSupporting insurance operations, customer service, and policy processingSelling insurance policies and acquiring new clients

Insurance Associates typically support insurance operations and customer service within companies, requiring relevant licenses. Insurance Agents focus on selling policies directly to clients and often work in the field. Both roles require licensing, but their primary functions and work environments differ.

What are the most commonly searched types of Insurance jobs in Needham, MA? The most popular types of Insurance jobs in Needham, MA are:
What job categories do people searching Insurance Associate jobs in Needham, MA look for? The top searched job categories for Insurance Associate jobs in Needham, MA are:
What cities near Needham, MA are hiring for Insurance Associate jobs? Cities near Needham, MA with the most Insurance Associate job openings:
Insurance Associate jobs near you
Commercial Lines Senior Associate Client Representative Select

Commercial Lines Senior Associate Client Representative Select

World Insurance Associates, LLC.

Bridgewater, MA • On-site

$50K - $64K/yr

Full-time

Retirement

Posted 25 days ago

World Insurance Associates rating

8.6

Company rating: 8.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

73rd of 259 rated insurance

Job description

Company Overview 
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.  
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. 
Position Summary  
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. 
Primary Responsibilities 
  • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes  
  • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.  
  • Determines Markets within Core Carrier Strategy  
  • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.  
  • Creates complete carrier submission and submits  
  • Obtains signed binding and notifies carriers  
  • Reviews binding documents for accuracy  
  • Contract Reviews  
  • Set up and maintain accurate account details, contacts, and policy information in EPIC  
  • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  
  • Attach, organize, and name documents in EPIC  
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.  
  • Create activities in EPIC and assign to applicable team member  
  • Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.  
 
Work Experience  
  • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages  
 
Professional Licenses/Certifications 
  • Must hold state Property & Casualty insurance license  
 
Essential Skills/Competencies 
  • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products. 
  • Able to understand new technology platforms quickly.  
  • Proficient in agency management systems (EPIC) and carrier sites. 
  • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  
  • Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative 
  • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.   
  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  
  • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. 
  • Able to solve difficult problems that are not routine, but not overly complex.   
  • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  
  • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.  
 
Education  
  • High School Diploma or equivalent experience.  
 
Physical Demands & Working Conditions  
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 
Equal Employment Opportunity 
 At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 
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