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Senior Client Associate Jobs in Venice, FL (NOW HIRING)

Ensures that effective orientation and training are given to each new associate. * Continually ... High level of active listening skills and strong client service skills which includes the ability ...

If you have the private client experience, academic credentials, and entrepreneurial mindset to match, we'd like to discuss this Sarasota-based Senior Associate opportunity with you in more detail.

... Associates, Visualisation One, Purple, Construct, Folk at Purple, HotPot China, and North Six ... with client requirements and company standards. - Oversee the full GIS workflow, from data ...

Review analyst work for accuracy, completeness, and compliance with client requirements, internal ... Associate's Degree and/or Bachelor's Degree. * Certified Anti-Money Laundering Specialist (CAMS ...

AFC Field Sales & Service Rep

Sarasota, FL · Hybrid

$19.25 - $26.50/hr

This field-based role enables associates to primarily operate in the field, traveling to client ... Sells and promotes Senior Services products by coordinating and delivering formal sales ...

Showing results 21-40

Senior Client Associate information

See Venice, FL salary details

$27.3K

$69.8K

$125.2K

How much do senior client associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for senior client associate in Venice, FL is $69,834.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $89,400.00 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 Venice, FL look for?

The top searched job categories for Senior Client Associate jobs in Venice, FL are:

What cities near Venice, FL are hiring for Senior Client Associate jobs?

Cities near Venice, FL with the most Senior Client Associate job openings:

Infographic showing various Senior Client Associate job openings in Venice, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $69,834 per year, or $33.6 per hour.

Senior Account Associate- Commercial Insurance

Insurance Office of America

Lakewood Ranch, FL • On-site

Full-time

Medical, Retirement

Re-posted 28 days ago


Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 315 rated insurance


Job description

Job Description:

Title:Senior AccountAssociate- Commercial Lines
Work Mode:Remote: Eastern and Central Times Zones Only| Location/Supporting:Longwood, FL| Book Focus:Contractors, Hospitality, Real Estate
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locations


About the Role:Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.


Key Responsibilities:

  • Team Leadership:Assistin directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

  • Policy Management:Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.

  • Task Processing:Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.

  • New and Renewal Business Support:Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

  • Contract Review:Assistin reviewing contracts to ensure propercoverages areincluded.

  • Accounts Receivable:Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.

  • System Maintenance:Maintainagency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

  • Activity Monitoring:Monitor andmaintainactivity/suspense to ensuretimelycompletion.

  • Communication:Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.

  • Service Excellence:Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.

  • Policy Compliance:Stay updated on company policies and procedures.

  • Continuous Improvement:Seekand adoptbestpractices to improve individual and team performance.

  • Champion IOA Values:Demonstrateintegrity and leadership.

Ideal CandidateQualifications:

  • 3+ years ofcustomer service experiencein the insurance industry

  • Thorough knowledge of insurance brokerage and client needs

  • Required active licensing,professionaldesignation(CISR)preferred

  • Strong analytical, problem-solving, and decision-making skills

  • Exceptional customer service, communication, multitasking, and organizational skills

  • Proficiencyin MS Office (Outlook, Word, Excel)

  • High School Diploma (or equivalent)


What We Offer:

  • Competitive salaries and bonus potential

  • Company-paid health insurance

  • Paid holidays, vacations, and sick time

  • 401K with employer match

  • Professional growth and career progression opportunities

  • Respectful culture and work/family life balance

  • Community service commitment

  • Supportive teammates and a rewarding work environment


What to Expect(Application Process):

  • 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is 55-75K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


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