Top 25 Client services associate Jobs in San Antonio Tx

Private Client Associate Account Executive
Marsh McLennan Agency —San Antonio, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- 401(k)
Client Services Associate
Etech Global Services —San Antonio, TX
- Full-time
- Office
- High school diploma or GED
- 1 year
- Paid training
- Dental insurance
Client Service Administrator
Thrivent —San Antonio, TX
- $18 - $21 an hour
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
5d
Tax Senior, Private Client Services
BDO —San Antonio, TX
- $72,000 - $112,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Employee stock ownership plan
- Life insurance
Part-time Client Service Associate – Teller (20 hours) | Bilingual Spanish/English Preferred | Stone Oak Parkway – San Antonio, TX
Amegy Bank —San Antonio, TX
- Part-time
- Spanish
- Basic math
- English
- Profit sharing
- Paid training
13d
Registered Client Service Associate (San Antonio, TX)
Raymond James Financial, Inc. —San Antonio, TX
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Client Service Associate (CSA)
Pax Financial Group —San Antonio, TX
- Full-time
- Mid-level
- Analysis skills
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Wealth Management Client Associate
Bank of America —San Antonio, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Associate (Investment Services)
SWBC —San Antonio, TX
- Full-time
- Marketing
- Mid-level
- Office
- Wellness program
- Health insurance
Client Care Coordinator for Home Care Company (PAS Agency)
Griswold Home Care for San Antonio —San Antonio, TX
- $17 - $20 an hour
- Weekends as needed
- Bachelor of Science
- Office
- Criminal background check
- Health insurance
Quick Apply
Bilingual Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —San Antonio, TX
- $32,000 a year
- Full-time
- Spanish
- Computer literacy
- Pass drug screening
- Paid holidays
- Disability insurance
Private Wealth Client Associate
Bank of America —San Antonio, TX
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Senior Client Services Representative
The Family Practice for Pets - Kitty Hawk Animal Hospital and Turning Stone Animal Hospital —Universal City, TX
- Analysis skills
- Organizational skills
- Senior level
Quick Apply
Client Service Representative
VCA Animal Hospitals —San Antonio, TX
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Licensed Client Associate
SWBC —San Antonio, TX
- Full-time
- Marketing
- Mid-level
- Office
- Wellness program
- Health insurance
Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —Lytle, TX
- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
5d
Client Relationship Manager (CRM) - Retail - San Antonio, TX
Cognizant —San Antonio, TX
- $140,000 - $165,000 a year
- Full-time
- Hybrid work
- 11+ years
- English
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
5d
Manager Client Solutions Sr
Acosta —San Antonio, TX
- $72,600 - $90,800 a year
- Full-time
- Microsoft Outlook
- Business development
- Bachelor's degree
Quick Apply
Tax Senior Manager, Private Client Services
BDO —San Antonio, TX
- $120,000 - $200,000 a year
- Full-time
- Management
- CPA
- Research
- Employee stock ownership plan
- Retirement plan
Client Specialist Key, Stone Oak Village
Talbots —San Antonio, TX
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
9d

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Private Client Associate Account Executive

Marsh McLennan Agency -
San Antonio, TX

Apply Now

Job Details

Full-time

Benefits

Health insurance
401(k)
Tuition reimbursement
Employee assistance program

Qualifications

Customer communication
High school diploma or GED
Documentation Handling
Quality data entry

Full Job Description

Company:

Marsh McLennan Agency

Description:

Position summary

The Private Client Associate Account Executive provides day-to-day account servicing support to Account Executives and service teams. This role is responsible for processing policy changes, preparing client correspondence, maintaining accurate policy records, monitoring reports, and supporting timely service delivery across assigned accounts. The Associate Account Executive helps ensure operational accuracy, responsiveness, and a high level of client service in a fast-paced insurance environment.

Essential duties and responsibilities

The following duties are representative of the essential functions of the role and are not intended to be an exhaustive list.

Prepare Loss Payee Requests (LPRs) and email them to clients with a copy to the assigned Account Executive.
Process cancellations after LPRs are returned, as applicable.
Process requests for Evidence of Insurance for lienholders and mortgagees.
Process premium and non-premium endorsements for all Account Executives.
Send ID cards to insureds and distribute declarations pages to insureds.
Pull download reports, match unmatched transactions, and support the reconciliation of downloaded activity.
Update cancel reasons in Sagitta and review endorsement accuracy from carrier matches; coordinate corrections as needed.
Add Policy Checking Lists when required for Umbrella policies and for NEW, F&R, and E&S business.
Review daily billing alerts and monitor non-pay cancellations across all carriers.
Pull non-download policy paperwork and attach documents in the agency management system for lines such as Workers’ Compensation, Flood, E&S, Farm & Ranch, and similar business.
Verify Flood policy renewal payments and attach non-download policies as needed.
Verify Progressive policy renewal payments.
Receive round-robin calls from service center clients that need to be remarketed.
Receive round-robin calls from service center clients that need to be transferred back to the carrier service center.
Handle round-robin calls from insureds with standalone or one-shot policies.
Troubleshoot client billing inquiries.
Monitoring automated pull requests from external databases like Comprehensive Loss Underwriting Exchange (CLUE), MVRs, and LexisNexis.
Ability to operate fluently within specialized industry software like AMS or Applied Epic.
Managing automated optical character recognition (OCR) systems to ensure trailing documents (e.g., signed exclusions, inspections, appraisals, proof of insurance, policies, endorsements etc.) attach to the correct electronic policy files.

Required qualifications

High school diploma or equivalent required; associate or bachelor’s degree preferred.
Prior experience in insurance account servicing, agency operations, or customer support preferred.
Working knowledge of agency management systems, preferably Sagitta.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Excellent attention to detail and commitment to accuracy in data entry and document handling.
Effective written and verbal communication skills.
Ability to work independently while also supporting a collaborative team environment.
Strong customer service orientation and professional judgment.

Core competencies

Account servicing and operational support
Client communication and responsiveness
Accuracy and follow-through
Problem-solving and issue resolution
Time management and prioritization
Team collaboration and adaptability
Confidentiality and professionalism

Disclaimer

This job description is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Responsibilities may be modified at any time to meet business needs.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .

Apply Now

Refine Your Search

client services associate jobs in san antonio tx

Private Client Associate Account Executive

Client Services Associate

Client Service Administrator

Tax Senior, Private Client Services

Part-time Client Service Associate – Teller (20 hours) | Bilingual Spanish/English Preferred | Stone Oak Parkway – San Antonio, TX

Registered Client Service Associate (San Antonio, TX)

Client Service Associate (CSA)

Wealth Management Client Associate

Client Associate (Investment Services)

Client Care Coordinator for Home Care Company (PAS Agency)

Bilingual Consumer Loan Specialist - Sales Customer Service

Private Wealth Client Associate

Senior Client Services Representative

Client Service Representative

Licensed Client Associate

Insurance Agent- Sales, Customer Service

Client Relationship Manager (CRM) - Retail - San Antonio, TX

Manager Client Solutions Sr

Tax Senior Manager, Private Client Services

Client Specialist Key, Stone Oak Village

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