Client Account Manager - TPA

Overview

Account Manager

Location:Dallas, Texas - Reporting Remotely

Schedule: 8:00 am - 4:30 pm (CST)

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

Were seeking anAccount 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 6 highly valued for communicating with claimants, employers, or vendors, but not required.
• Bachelors degree or equivalent combination of education and experience.

Why Youll 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 6 thorough investigations, strong documentation, well-supported decisions
• Compliance & audit performance 6 adherence to jurisdictional and client standards
• Timeliness & accuracy 6 purposeful file movement and dependable execution
• Client partnership 6 proactive communication and strong follow-through
• Professional judgment 6 owning outcomes and solving problems with integrity
• Cultural alignment 6 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 CCMSIs 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.