Account Manager II

Ccmsi • Reading, MA

5d • Hybrid

About The Position

The Account Manager II manages all aspects of Client Service Team operations, including CCMSI profit-and-loss accountability, and handles multiple accounts. The role develops and maintains key business relationships with clients and relevant regulatory bodies and organizations; oversees service delivery and activities to achieve client goals; monitors program and team financial performance; and supports client development and team professional development. The position operates with minimum supervision from a Regional Operations Manager, Branch Manager, or Senior Account Manager.

The role is based in Reading, Massachusetts, with a stated schedule of 8:00 a.m.–4:30 p.m. ET. CCMSI describes itself as a privately owned third-party administrator providing customized claim solutions and emphasizes employee ownership, collaboration, and client service.

Requirements

• Bachelor’s degree.
• Five or more years of supervisory experience.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to manage multiple priorities with demonstrated proficiency.
• Strong organizational skills and attention to detail.
• Demonstrated ability to function as a team leader in a Client Service Team organization.
• Proven supervisory or project-supervision experience.
• Reliable, predictable attendance during client service hours.
• Responsive to internal and external client needs.
• Ability to communicate clearly, verbally and/or in writing, internally and externally.
• Ability to perform the essential duties satisfactorily, with reasonable accommodations available as needed.

Nice To Haves

• Seven or more years of insurance-industry or risk-management experience preferred.
• Bilingual Spanish proficiency is highly valued for communicating with claimants, employers, or vendors, but is not required.

Responsibilities

• Determine client goals and objectives and meet with clients formally or informally as needed.
• Develop and maintain business relationships with clients and other appropriate organizations.
• Establish, implement, and monitor policies and procedures to meet client goals and objectives.
• Manage Client Service Team operations and provide accountability for the team’s service responsibilities and success.
• Direct activities needed to achieve client goals, including marketing, accounting, underwriting, claims administration, loss control, and excess services.
• Monitor and analyze client program financial statements; recommend and implement improvements to financial management.
• Provide financial, operational, and risk-management analyses and develop recommendations for clients.
• Assist account executives with developing new clients.
• Oversee feasibility studies and direct new-client start-up activities.
• Supervise Program Coordinators, Claim Supervisors, Claim Representatives, Loss Control Representatives, Accountants, and Account Executives.
• Identify, develop, and implement necessary information systems.
• Develop client financial projections and develop and monitor the CCMSI team budget.
• Coordinate marketing and lead-generation activities as appropriate.
• Perform peer-review audits for other Client Service Teams.
• Direct educational activities that support team members’ professional development.
• Negotiate Client Service contracts.

Benefits

• Four weeks of paid time off, accruing throughout the year in accordance with company policy.
• Ten paid holidays in the first year.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• 401(k) retirement plan.
• Employee Stock Ownership Plan (ESOP).
• Internal training and advancement opportunities.
• Supportive, team-based work environment.
• The role may qualify for bonuses or additional forms of pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level