ZipRecruiter

Log In

1

Senior Client Associate Jobs in Virginia (NOW HIRING)

next page

Showing results 1-20

People also search for

All JobsSenior Client Associate JobsSenior Client Associate Jobs in Virginia

Senior Client Associate information

See Virginia salary details

$28.8K

$73.6K

$131.9K

How much do senior client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for senior client associate in Virginia is $73,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $94,200.00 per year, depending on experience, location, and employer.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
More about Senior Client Associate jobs
What are popular job titles related to Senior Client Associate jobs in Virginia? For Senior Client Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Virginia look for? The top searched job categories for Senior Client Associate jobs in Virginia are:
What cities in Virginia are hiring for Senior Client Associate jobs? Cities in Virginia with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Employee Benefits Senior Client Manager, Select

Employee Benefits Senior Client Manager, Select

World Insurance Associates LLC

Virginia Beach, VA • On-site

Full-time

Retirement

Posted 11 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
  • Independently leads client service, acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most AND makes coverage recommendations for most clients.
  • Clients are often small, with less than 50 enrolled, but could be up to 100 and are typically fully insured, or level funded. May provide support or lead a few middle market accounts under general direction.
  • Supports between $500K to $700K in EB revenue.

Primary Responsibilities
  • Facilitate renewal discussions (program and coverage recommendations) based on client needs
  • Gather data and pull renewals, plan variations and quotes
  • Negotiate with carriers when applicable
  • Present renewal and or quotes to clients, with recommendations
  • Obtains and confirms client' final decision
  • Complete carrier installation, including all required paperwork
  • Model and communicate contribution strategies and recommendations
  • Coordinate and facilitate open enrollment

Additional Duties
  • Manage eligibility and resolve escalated claims/billing issues.
  • Support and guide client through small group audit/certification
  • Maintain and update BenefitPoint for all client and policy data files/documents

Work Experience
  • Advanced knowledge of ACA fully insured plans, ancillary lines and HRAs and HSAs.
  • Advanced knowledge to work across multiple states with proficiency in plans and products.
  • Advanced skills in leading SBU renewal meetings, carrier implementations, open enrollments, and open service issues.
  • Proficient in level-funded and basic self-funding concepts.
  • Proficient in Word, Excel, and PPT and applicable WIA EB Templates.
  • Proficient in BenefitPoint and Perfect Quote, Quoting tools and WIA EB Workflows.

Professional Licenses/Certifications
  • Must hold state life and health insurance license

Education
  • Bachelor's degree preferred, but equivalent work experience would be considered

Physical Demands
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.
#LI-MA1

Apply