Client Account Manager - TPA
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-10-24
-
Business
Client Relationship Management
Account Manager
Location:
Dallas, Texas - Reporting Remotely
Schedule:
8:00 am - 4:30 pm (CST)
Salary Range:$115k - $125kdepending 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.
- 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.
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…
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