Client Account Manager - TPA

Ccmsi • Dallas, TX

17h • Remote

About The Position

CCMSI is seeking a Client Account Manager to develop and maintain strategic relationships with key clients, regulatory agencies, and business partners. The role collaborates with Account Supervisors to oversee client service delivery, support client satisfaction, and advance account management initiatives. It is based in Dallas, Texas, and reports remotely, with a stated schedule of 8:00 a.m. to 4:30 p.m. Central Time. The posted salary range is $115,000–$125,000, depending on experience.

The Account Manager serves as the primary strategic contact for assigned clients and leads account operations, with accountability for satisfaction, retention, and program success. The position provides financial, operational, and risk-management guidance; monitors program performance and financial results; and coordinates cross-functional service teams. It also supports business development, manages service agreements and budgets, improves reporting and technology in partnership with internal stakeholders, and mentors team members.

CCMSI describes itself as the largest privately owned third-party administrator and a certified Great Place to Work. It emphasizes employee ownership, collaboration, client service, and a supportive, team-based work environment. The role may qualify for bonuses or other additional pay. CCMSI does not provide visa sponsorship for this position and offers reasonable accommodations during the application and hiring process.

Requirements

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

Nice To Haves

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

Responsibilities

• Serve as the primary strategic contact for assigned clients, build strong relationships, and align service delivery with client goals and objectives.
• Lead account management operations and ensure 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, including analysis, forecasting, stewardship reporting, and recommendations for improvement.
• Provide strategic financial, operational, and risk-management guidance to clients and key stakeholders.
• Support business development, 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.
• Manage account and team budgets, monitor revenue trends, and support annual forecasting and planning.
• Conduct peer reviews, audits, and quality assurance initiatives to promote consistency and best practices.
• Mentor, develop, and support team members through coaching, training, and professional development.

Benefits

• Four weeks of paid time off, accruing throughout the year in accordance with company policy, in the first year.
• 10 paid holidays in the first year.
• Medical, dental, vision, life, and 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: Senior
• Education Level: No Education Listed