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Senior Client Associate Jobs in Boston, MA (NOW HIRING)

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Senior Client Associate information

See Boston, MA salary details

$31.5K

$80.6K

$144.5K

How much do senior client associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for senior client associate in Boston, MA is $80,605.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $103,200.00 per year, depending on experience, location, and employer.

What is a senior client associate?

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 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.

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 popular job titles related to Senior Client Associate jobs in Boston, MA?

For Senior Client Associate jobs in Boston, MA, the most frequently searched job titles are:

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The top searched job categories for Senior Client Associate jobs in Boston, MA are:

What cities near Boston, MA are hiring for Senior Client Associate jobs?

Cities near Boston, MA with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Boston, MA as of September 2026, with employment types broken down into 85% Full Time, 9% Part Time, and 6% Contract. Highlights an 62% Physical, 2% Hybrid, and 36% Remote job distribution, with an average salary of $80,605 per year, or $38.8 per hour.

Personal Lines Senior Client Manager

Bridgewater, MA • On-site

World Insurance Associates LLC
Insurance Services • 1 - 5K employees
Learn more about World Insurance Associates LLCexternal

$47K - $63K/yr

Full-time

Retirement

Re-posted 23 days ago

Key responsibilities

  • Evaluate exposures and renewal quotes, review upcoming renewals, and determine which accounts warrant remarketing.

  • Make coverage recommendations, utilize comparative rater tools to obtain quotes, and review binding documents for accuracy.

  • Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance, and maintain accurate account details in EPIC.

World Insurance Associates rating

7.8

Company rating: 7.8 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

Job description

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 including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.  
  • Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.  
  • May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.  

 
Primary Responsibilities 
Primary Activities (60% or more of time)  

  • Evaluates exposures and renewal quote  
  • Review upcoming renewals and determine which accounts warrant remarket  
  • Make coverage recommendations  
  • Utilize comparative rater tool to obtain quotes  
  • Transact agency billing (where applicable)  
  • Obtain signed binding and notifies carriers  
  • Reviews binding documents for accuracy  
  • Contract Reviews  
  • Responsible for rounding out accounts and “Selling all of World”  

 
Other Responsibilities, as applicable  

  • Setup 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  
  • Initiate endorsements, proofs of insurance and invoices   
  • 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  
  • May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.  


Work Experience  

  • 3+ Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.  

 
Professional Licenses/Certifications 

  • Must hold state Property & Casualty insurance license  

 
Essential Skills/Competencies 

  • Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.  
  • Able to understand new technology platforms quickly 
  • Proficient in agency management systems and carrier sites 
  • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  
  • Able to work in a team environment. Easily gains the trust and support of peers.  
  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  
  • Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.  

What World Insurance Associates employees say

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