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Client Account Manager - TPA

Role overview

Qualifications

  • Strong verbal, written, and interpersonal communication skills
  • 10+ years of proven experience in account management, client services, insurance, risk management
  • 5+ years experience presenting to clients and delivering recommendations to executive stakeholders
  • Strong analytical, organizational, and problem-solving skills

Responsibilities

  • Serve as the primary strategic contact for assigned clients, developing strong relationships and aligning service delivery with client goals
  • Lead overall account management operations, ensuring accountability for client satisfaction, retention, and program success
  • Develop, implement, and monitor policies, procedures, and service strategies that support client objectives
  • Monitor program performance and financial results, providing analysis, forecasting, and recommendations for improvement

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Communication
  • Problem Solving
  • Organizational Skills
  • Social Skills
  • Teamwork

About the company

CCMSI logo

CCMSI

Insurance

CCMSI is a leading third-party administrator for workers'​ compensation and property/casualty self-insurance programs. Since 1978, we've successfully administered and provided claim services to individual and group clients, nationwide. Our approach to claims management includes providing sound technical resources, strategic insight, efficient and accessible computer systems, cost containment practices, and the seamless administration of your losses. Our adjuster turnover rate is less than 3%. This is crucial in establishing continuity between your primary contacts and the adjustment staff. Company Homepage: www.ccmsi.com View Job Postings: https://careers-ccmsi.icims.com

Company details

IndustryInsurance
Company size1001 - 5000

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Job description

Overview:

Account Manager 

Location: Dallas, Texas - Reporting Remotely

Schedule:  8:00 am - 4:30 pm (CST) 

Salary Range: $115k - $125k depending on experience 

Build Your Career With Purpose at CCMSI

At CCMSI, we partner with global clients to solve their most complex risk management challenges, delivering measurable results through advanced technology, collaborative problem-solving, and an unwavering commitment to their success.

We don’t just process claims—we support people. As the largest privately-owned Third Party Administrator (TPA), CCMSI delivers customized claim solutions that help our clients protect their employees, assets, and reputations. We are a certified Great Place to Work®, and our employee-owners are empowered to grow, collaborate, and make meaningful contributions every day.

We're seeking an Account Manager who will develop and maintain strategic relationships with key clients, regulatory agencies, and business partners. Collaborate with Account Supervisors to oversee client service delivery, ensure client satisfaction, and support overall account management initiatives.

Responsibilities:
  • Serve as the primary strategic contact for assigned clients, developing strong relationships and aligning service delivery with client goals and objectives.
  • Lead overall account management operations, ensuring accountability for client satisfaction, retention, and program success.
  • Develop, implement, and monitor policies, procedures, and service strategies that support client objectives and operational excellence.
  • Direct cross-functional teams and coordinate resources across claims, underwriting, loss control, marketing, accounting, and related service areas.
  • Monitor program performance and financial results, providing analysis, forecasting, stewardship reporting, and recommendations for improvement.
  • Deliver strategic financial, operational, and risk management guidance to clients and key stakeholders.
  • Support business development initiatives, including new client acquisition, feasibility assessments, and onboarding activities.
  • Negotiate and manage client service agreements and contractual relationships.
  • Partner with internal stakeholders to develop and enhance reporting, technology, and information systems that improve client and operational outcomes.
  • Manage account and team budgets, monitor revenue trends, and support annual forecasting and planning activities.
  • Conduct peer reviews, audits, and quality assurance initiatives to promote service consistency and best practices.
  • Mentor, develop, and support team members through coaching, training, and professional development initiatives.
Qualifications:

Required

  • Strong verbal, written, and interpersonal communication skills, with the ability to effectively engage clients and internal stakeholders.
  • 10+ years of proven experience in account management, client services, insurance, risk management, or a related field.
  • 5 + years experience presenting to clients, facilitating meetings, and delivering recommendations to executive-level stakeholders.
  • Strong analytical, organizational, and problem-solving skills, including the ability to interpret financial and operational data.
  • Client-facing role requiring frequent interaction with clients, prospects, and business partners across a variety of industries and jurisdictions.
  • Experience presenting to clients, facilitating meetings, and delivering recommendations to executive-level stakeholders.

Nice to Have:

  • Bilingual (Spanish) proficiency — highly valued for communicating with claimants, employers, or vendors, but not required.
  • Bachelor’s degree or equivalent combination of education and experience.

Why You’ll Love Working Here

  • 4 weeks (Paid time off that accrues throughout the year in accordance with company policy)  + 10 paid holidays in your first year
  • Comprehensive benefits: Medical, Dental, Vision, Life, and Disability Insurance
  • Retirement plans: 401(k) and Employee Stock Ownership Plan (ESOP)
  • Career growth: Internal training and advancement opportunities
  • Culture: A supportive, team-based work environment

How We Measure Success 

 At CCMSI, great adjusters stand out through ownership, accuracy, and impact. We measure success by:  

  • Quality claim handling – thorough investigations, strong documentation, well-supported decisions
  • Compliance & audit performance – adherence to jurisdictional and client standards
  • Timeliness & accuracy – purposeful file movement and dependable execution
  • Client partnership – proactive communication and strong follow-through
  • Professional judgment – owning outcomes and solving problems with integrity
  • Cultural alignment – believing every claim represents a real person and acting accordingly 

This is where we shine, and we hire adjusters who want to shine with us.

Compensation & Compliance

The posted salary reflects CCMSI’s good-faith estimate in accordance with applicable pay transparency laws. Actual compensation will be based on qualifications, experience, geographic location, and internal equity. This role may also qualify for bonuses or additional forms of pay.

CCMSI offers comprehensive benefits including medical, dental, vision, life, and disability insurance. Paid time off accrues throughout the year in accordance with company policy, with paid holidays and eligibility for retirement programs in accordance with plan documents.

CCMSI posts internal career opportunities in compliance with applicable state and local promotion transparency laws.

Visa Sponsorship: CCMSI does not provide visa sponsorship for this position.

ADA Accommodations: CCMSI is committed to providing reasonable accommodations throughout the application and hiring process.

Equal Opportunity Employer: CCMSI complies with all applicable employment laws, including pay transparency and fair chance hiring regulations.

Background checks, if required for the role, are conducted only after a conditional offer and in accordance with applicable fair chance hiring laws.

Our Core Values

At CCMSI, we believe in doing what’s right—for our clients, our coworkers, and ourselves. We look for team members who:

  • Lead with transparency We build trust by being open and listening intently in every interaction.
  • Perform with integrity We choose the right path, even when it is hard.
  • Chase excellence We set the bar high and measure our success. What gets measured gets done.
  • Own the outcome Every employee is an owner, treating every claim, every decision, and every result as our own.
  • Win together Our greatest victories come when our clients succeed.

We don’t just work together—we grow together. If that sounds like your kind of workplace, we’d love to meet you.

#CCMSICareers #EmployeeOwned # AccountManager  #GreatPlaceToWorkCertified #ESOP #TPA #DallasJobs #TexasJobs #IND123 #LI-Remote

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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