Account Manager II

Ccmsi • Reading, MA

9d • Hybrid

About The Position

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. The Account Manager II is responsible for all aspects of Client Service Team operations including CCMSI profit and loss accountability. Develop and maintain key business relationships with the clients and other regulatory bodies and companies as appropriate.

Requirements

• Excellent verbal and written communication and interpersonal skills required.
• Ability to handle multiple priorities with proven proficiency.
• Must have organizational skills and be detail oriented.
• Demonstrated ability to function as a team leader in a Client Service Team organization.
• Proven supervisory or project supervision experience.
• Reliable, predictable attendance within client service hours for the performance of this position.
• Responsive to internal and external client needs.
• Ability to clearly communicate verbally and/or in writing both internally and externally.
• Bachelor’s degree.
• 7+ years insurance industry or risk management experience preferred.
• 5+ years supervisory experience.

Nice To Haves

• Bilingual (Spanish) proficiency — highly valued for communicating with claimants, employers, or vendors, but not required.

Responsibilities

• Determine client goals and objectives of the client.
• Meet with client both formally and informally, as necessary.
• Develop and maintain key business relationships with clients and other organizations as appropriate.
• Establish, implement and monitor policies and procedures required to satisfy client’s goals and objectives.
• Manage all aspects of the Client Service Team operation and provide a focal point for accountability for the success and CCMSI's service responsibilities to the client.
• Direct all activities necessary to achieve client's goals and objectives including marketing, accounting, underwriting, claims administration, loss control, excess, etc.
• Monitor and analyze program financial statements.
• Recommend and implement changes and enhancement to financial management of the client.
• Provide high-level financial, operational and risk management analyses and develop recommendations to the client.
• Assist account executives in the development of new clients.
• Oversee feasibility studies and direct new client start-up activities.
• Supervise the activities of Program Coordinators, Claim Supervisors, Claim Representatives, Loss Control Representatives, Accountants and Account Executives.
• Identify, develop and implement necessary information systems.
• Develop financial projections for the client.
• Develop and monitor team budget (CCMSI budget).
• Coordinate marketing and lead generation activities, as appropriate.
• Perform peer review audits for other Client Service Teams.
• Direct educational activities to ensure professional development of team members.
• Responsible for negotiation of Client Service contracts.
• Handle duties with minimum of supervision from Regional Operations Manager, Branch Manager, or Senior Account Manager.

Benefits

• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) and Employee Stock Ownership Plan (ESOP)
• 4 weeks ( Paid time off that accrues throughout the year in accordance with company policy)
• 10 paid holidays in your first year
• Internal training and advancement opportunities

What This Job Offers

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