Account Manager II

Cannon Cochran Management Services, Inc.; Reading (MA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

PTO 4 weeks

10 holidays

Benefits package

401(k) + ESOP

Career growth

Team culture

Job summary

CCMSI is seeking an Account Manager II to lead client service operations across multiple accounts in Reading, MA. You will be responsible for P&L accountability, building strong client relationships, and ensuring delivery of service excellence.

You will supervise a team of professionals, coordinate with marketing, accounting, underwriting and claims teams, and develop financial projections and budgets to meet client goals.

Qualifications

• Excellent verbal and written communication and interpersonal skills.
• 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.

Responsibilities

• Determine client goals and objectives of the client. Meet with client both formally and informally, as necessary.
• 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.

Skills

Verbal and written communication

Organizational skills

Team leadership

Multitasking

Client relationship management

Bilingual (Spanish)

Education

Bachelor’s degree

Job description

Overview

Position Title:Account Manager II

Location:Reading, MA

Schedule:8:00 am-4:30 pm ET

Salary Range:$90,000-$110,000

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.

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

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.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

Education and/or Experience

• Bachelor’s degree.


• 7+ years insurance industry or risk management experience preferred.


• 5+ years supervisory experience.

Nice to Have:

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

Why You’ll Love Working Here

• 4 weeks (Paid time off that accrues throughout the year in accordance with company policy)+ 10 paid holidays in your first year


• Comprehensive benefits: Medical, Dental, Vision, Life, and Disability Insurance


• Retirement plans: 401(k) and Employee Stock Ownership Plan (ESOP)


• Career growth: Internal training and advancement opportunities


• Culture: A supportive, team-based work environment

How We Measure Success

At CCMSI, great adjusters stand out through ownership, accuracy, and impact. We measure success by:

• Quality claim handling – thorough investigations, strong documentation, well-supported decisions


• Compliance & audit performance – adherence to jurisdictional and client standards


• Timeliness & accuracy – purposeful file movement and dependable execution


• Client partnership – proactive communication and strong follow-through


• Professional judgment – owning outcomes and solving problems with integrity


• Cultural alignment – believing every claim represents a real person and acting accordingly

This is where we shine, and we hire adjusters who want to shine with us.

Compensation & Compliance

The posted salary reflects CCMSI’s good‑faith estimate in accordance with applicable pay transparency laws. Actual compensation will be based on qualifications, experience, geographic location, and internal equity. This role may also qualify for bonuses or additional forms of pay.

CCMSI offers comprehensive benefits including medical, dental, vision, life, and disability insurance. Paid time off accrues throughout the year in accordance with company policy, with paid holidays and eligibility for retirement programs in accordance with plan documents.

CCMSI posts internal career opportunities in compliance with applicable state and local promotion transparency laws.

Visa Sponsorship: CCMSI does not provide visa sponsorship for this position.

ADA Accommodations: CCMSI is committed to providing reasonable accommodations throughout the application and hiring process.

Equal Opportunity Employer: CCMSI complies with all applicable employment laws, including pay transparency and fair chance hiring regulations.

Background checks, if required for the role, are conducted only after a conditional offer and in accordance with applicable fair chance hiring laws.

Our Core Values

At CCMSI, we believe in doing what’s right—for our clients, our coworkers, and ourselves. We look for team members who:

• Lead with transparency We build trust by being open and listening intently in every interaction.


• Perform with integrity We choose the right path, even when it is hard.


• Chase excellence We set the bar high and measure our success. What gets measured gets done.


• Own the outcome Every employee is an owner, treating every claim, every decision, and every result as our own.


• Win together Our greatest victories come when our clients succeed.

We don’t just work together—we grow together. If that sounds like your kind of workplace, we’d love to meet you.

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