Client Accounts Manager

Client Accounts Manager

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• Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines.
• Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements.
• Execute key program objectives throughout the client engagement; develop and implement short- and long-range customer objectives consistent with client business goals and expectations.
• Deliver consultative risk‑management services across all client and program types to solve non‑standard inquiries, including, but not limited to, data management, program oversight, and strategic program direction.
• Serve as a complete subject‑matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided.
• Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep.
• In partnership with TPA sales and TPA claims, timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program.
• Regularly engage in brand‑building activity with prospects, customers, brokers, and carriers.
• Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities.
• Recommend and develop client education opportunities to show PMAMC value to clients and their brokers.
• Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA.
• Timely initial and ongoing review of the Account Management Database ensuring all data is consistently accurate and current.
• Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business.
• Partner with the TPA data analytics team to evolve ongoing client reporting based on program expectations, marketplace demands, and long‑term customer objectives.
• Implement customer‑specific scorecards to showcase value.
• Obtain appropriate industry certifications.
• Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to, Excel, PowerPoint, Qlik, Hyperion, SharePoint, and project‑management tools.
• Demonstrate commitment to the Company’s Code of Business Conduct and Ethics, and apply knowledge of compliance policies, procedures, standards, and laws applicable to job responsibilities in the performance of work.

• Six plus years of workers’ compensation and auto/general liability claims experience required.
• Prior TPA and/or account management experience preferred.
• Must reside in California.
• Bachelor’s degree and/or equivalent work experience required.
• Excellent verbal and written communication skills with demonstrated presentation skills required.
• Strong analytical and problem‑solving skills with a solid customer service orientation required.
• Travel up to 35%.
• Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred.

PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within, or below this range based on a variety of factors.

Mid‑Senior level

Full‑time

Sales and Business Development;
Industry: Insurance