PMA Companies · 15 hours ago
Client Accounts Manager
Irvine, CA
Full-time
Onsite
Senior Level
$117K/yr - $142K/yr
6+ years expPMA Companies is seeking a Client Accounts Manager to deliver a comprehensive customer onboarding experience and oversight while coordinating projects across key PMA disciplines. The role involves executing program objectives, providing consultative risk management services, and maintaining a deep understanding of PMA products and services to support client engagement and compliance.
Financial ServicesInsurance
No H1B
Responsibilities
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 solution for 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 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 TPA data analytics team to evolve ongoing client reporting based on the program expectation, 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, Power Point, Qlik, Hyperion, Sharepoint, and project management tools
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work
Qualification
Required
Six plus years workers' compensation and auto/general liability claims experience required
MUST RESIDE IN CA
Bachelor's degree and/or equivalent work experience required
Excellent verbal and written communication skills with demonstrated presentations skills required
Strong analytical and problem solving skills with a solid customer service orientation required
Travel up to 35%
Preferred
Prior TPA and/or account management experience preferred
Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred
Company
PMA Companies
PMA Companies provide risk management solutions and services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2010-10-06Acquired
Leadership Team
Derek Hopper, CPCU
President and Chief Executive Officer
Irina Simpson
Senior Vice President & Chief Claims Officer
Recent News
2025-10-14
Company data provided by crunchbase