Note: The job is a remote job and is open to candidates in USA. CCMSI is hiring a Client Account Manager to develop strategic client relationships and oversee account service delivery, satisfaction, retention, and program performance. The role leads cross-functional coordination, provides financial and risk management guidance, supports business development, and manages teams, budgets, and service quality.
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
Skills
- 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
- Experience presenting to clients, facilitating meetings, and delivering recommendations to executive-level stakeholders
- CCMSI does not provide visa sponsorship for this position
- Bilingual (Spanish) proficiency
- Bachelor's degree or equivalent combination of education and experience
Benefits
- 4 weeks of paid time off that accrues throughout the year in accordance with company policy, plus 10 paid holidays in your first year
- Medical, Dental, Vision, Life, and Disability Insurance
- 401(k) and Employee Stock Ownership Plan (ESOP)
- Internal training and advancement opportunities
- A supportive, team-based work environment
- Reporting remotely from Dallas, Texas
- This role may also qualify for bonuses or additional forms of pay
Company Overview