Client Account Manager - TPA

Cannon Cochran Management Services, Inc.; Dallas (TX); Remote; USD 115,000 - 125,000; Full time

Benefits offered by this job

PTO + holidays

Medical, dental, vision, life, and ADI

401(k) + ESOP

Career development

Team culture

Job summary

Cannon Cochran Management Services, Inc. (CCMSI) in Dallas, TX is seeking an Account Manager who will develop and maintain strategic relationships with key clients, regulators, and partners.

The role involves overseeing client service delivery, ensuring satisfaction, and driving account management initiatives. The ideal candidate has 10+ years in account management or related fields, with 5+ years presenting to executives.

Qualifications

• 10+ years of proven experience in account management, client services, insurance, risk management, or related field.
• 5+ years 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.

Responsibilities

• Serve as the primary strategic contact for assigned clients and align service delivery with client goals.
• Lead overall account management operations, ensuring client satisfaction and program success.
• Develop 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, and reporting.

Skills

Client management

Insurance

Risk management

Public speaking

Data analysis

Client facing

Education

Bachelor's degree or equivalent

Job description

Overview

Account Manager

Location:Dallas, Texas - Reporting Remotely

Schedule: 8:00 am - 4:30 pm (CST)

Salary Range:$115k - $125kdepending on experience

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.

We’re seeking anAccount Manager who will develop and maintain strategic relationships with key clients, regulatory agencies, and business partners. Collaborate with Account Supervisors to oversee client service delivery, ensure client satisfaction, and support overall account management initiatives.

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.

Qualifications

Required

• 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.
• Client-facing role requiring frequent interaction with clients, prospects, and business partners across a variety of industries and jurisdictions.
• Experience presenting to clients, facilitating meetings, and delivering recommendations to executive-level stakeholders.

Nice to Have:

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

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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