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Senior Client Associate Jobs in Santa Ana, CA (NOW HIRING)

Gallagher

Senior Client Associate

Irvine, CA

Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions.

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Senior Client Associate information

See Santa Ana, CA salary details

$30.2K

$77.2K

$138.4K

How much do senior client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for senior client associate in Santa Ana, CA is $77,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,300.00 and $98,900.00 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 job categories do people searching Senior Client Associate jobs in Santa Ana, CA look for?

The top searched job categories for Senior Client Associate jobs in Santa Ana, CA are:

What cities near Santa Ana, CA are hiring for Senior Client Associate jobs?

Cities near Santa Ana, CA with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Santa Ana, CA as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $77,209 per year, or $37.1 per hour.

Senior Client Associate

Gallagher

Irvine, CA

Full-time

Posted 14 days ago

Arthur J. Gallagher & Co. rating

7.6

Company rating: 7.6 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

217th of 315 rated insurance

Job description

Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
 

Overview

At Gallagher, we’re looking for a Senior Client Service Associate to join our Commercial team. In this role, you’ll help clients solve challenges and deliver tailored insurance solutions. You’ll work closely with colleagues to ensure every client interaction is meaningful and impactful. This is your chance to be part of a team that values collaboration, growth, and service excellence. 


How you'll make an impact

How You’ll Make an Impact 

You’ll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates of insurance, you’ll handle important tasks that keep our operations running smoothly. You’ll also collaborate with team members to improve workflows, nurture client relationships, and maintain accurate data. Your work will directly contribute to delivering high-quality results and meeting compliance standards. 

Here’s what you’ll do: 

  • Contribute to the renewal process by delivering timely and high-quality solutions to support client retention and satisfaction 
  • Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients. 
  • Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. 
  • Work with Client Service and Production teams to improve processes, meet goals, and maintain high productivity standards. 
  • Conduct regular audits to ensure compliance with regulations and service standards. 
  • Use Gallagher’s technology to enhance productivity and deliver quality results. 
  • Manage multiple priorities effectively, ensuring all tasks are completed on time. 
  • Build strong relationships with clients and their representatives, ensuring they feel supported and valued. 

About You 

Here’s what you’ll bring to the role: 

  • A high school diploma or GED. 
  • Minimum of 1+ years relevant work experience. 
  • Proficiency in Microsoft Office  
  • A desire to build relationships and deliver results. 
  • Adaptability and resilience in managing shifting priorities. 
  • A collaborative mindset to work with teams across Gallagher. 

About You

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. 
Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

#LI-KK2


Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being 
  • Career development opportunities and ongoing learning 
  • A collaborative, people-first culture with accessible leadership 
  • The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Qualifications:

Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. 
Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.
Behaviors: Exceptional organizational skills, Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills.

#LI-KK2

Education:UNAVAILABLEEmployment Type: FULL_TIME

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