Client Services Account Coordinator

1 week ago

Irvine California, United States CCMSI Full time

Overview:
At CCMSI, we seek talented individuals to join our team of dedicated professionals.

As a premier Third Party Administrator in self-insurance solutions, we are driven by a shared mission of providing outstanding service to our clients.

As an Employee-Owned Organization, we prioritize the growth of our staff through structured career development initiatives, recognizing and rewarding both individual and team contributions.

Certified as a Great Place To Work, our employee satisfaction and retention rates are in the 95th percentile.

Reasons to consider a career with CCMSI:

Culture:

Our Core Values are deeply integrated into our culture, reflecting how we treat our employees as valued partners—with integrity, passion, and enthusiasm.


Career Development:
CCMSI provides comprehensive internships and internal training programs to facilitate advancement within our organization.

Benefits:

Our benefits package includes 4 weeks of paid time off in your first year, along with 10 paid holidays. Additional benefits encompass Medical, Dental, Vision, Life Insurance, Critical Illness, Short and Long Term Disability, 401K, and ESOP.


Work Environment:

We are committed to fostering an environment where employees look forward to coming to work each day, equipped with the necessary resources to excel in their roles, and where claims staff manage reasonable caseloads.


The Client Services Account Coordinator position involves supporting the Account Manager in overseeing all Client Service Team operations, including claims management, loss prevention, carrier relationships, and client engagement, as well as the sales and underwriting of third-party workers' compensation programs.

This role offers various responsibilities and essential learning opportunities, preparing the individual for future advancement and serving as a training and development pathway for a career in Account Management.


Responsibilities:
Collaborate with the Account Manager to define the goals and objectives of the client. Engage with clients both formally and informally as needed. Maintain essential business relationships with clients and relevant organizations.

Assist in the establishment, implementation, and monitoring of policies and procedures to meet the client's goals and objectives.


Support the Account Manager in managing specific aspects of the Client Service Team operation, serving as a point of accountability for CCMSI's service commitments to the client.


Direct activities necessary to fulfill the client's goals and objectives, including marketing, accounting, underwriting, claims management, loss prevention, and more.

Oversee claims activities, including audits, actuarial reviews, and loss prevention, as requested by the Account Manager.

Assist in monitoring and analyzing program financial statements. Recommend and implement improvements to the financial management of the client, as directed by the Account Manager.

Provide financial, operational, and risk management analysis, developing recommendations for the client as appropriate.

Supervise certain team members' activities as needed.

Develop financial forecasts for the client as requested by the Account Manager.

Assist in the development and monitoring of the team budget (CCMSI budget).

Evaluate the acceptability, quality, and profitability of new and renewal business to achieve overall loss ratio objectives. Refer items outside of authority to management or carriers.

Market, support, and promote program underwriting policies and objectives to agents, boards, and members.

Deliver timely, courteous, and efficient service to agents, boards, and members.


Participate in available educational courses and initiate or conduct educational sessions for underwriting, claims staff, sales personnel, or clients as appropriate.

Maintain Master Service Agreements, extensions, and vendor panels for designated clients/carriers as necessary.

Assist in preparing annual stewardship reports as requested.

Support the request, training, and monitoring of iCE access for external users as necessary.

Provide assistance on internal program reviews as requested.

Inform management of activities and issues within assigned programs/clients.

Perform other related duties as required or requested.

Qualifications:
To succeed in this role, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience

3-5 years of experience in the insurance industry with claims and/or underwriting experience; a Bachelor's degree is preferred.

Exceptional interpersonal customer service and communication skills are required.

Detail-oriented and self-motivated with strong organizational and analytical abilities.

Excellent written and verbal communication skills.

Professional demeanor with effective oral and written presentation skills.

Discretion and confidentiality are essential.

Flexibility, initiative, and the ability to work with minimal supervision are crucial. Ability to thrive in a rapidly changing environment is required.

Computer Skills

Proficient in Microsoft Office programs, with advanced skills in Excel.

Certificates, Licenses, Registrations

None required.

CORE VALUES & PRINCIPLES


Responsible for upholding the CCMSI Core Values & Principles, which include: performing with integrity; passionately focusing on client service; embracing a client-centered vision; maintaining contagious enthusiasm for our clients; seeking the best ideas; viewing change as an opportunity; insisting on excellence; creating an atmosphere of excitement, informality, and trust; focusing on the situation, issue, or behavior, not the person; maintaining the self-confidence and self-esteem of others; fostering constructive relationships; taking the initiative to improve; and leading by example.


CCMSI is an Affirmative Action / Equal Employment Opportunity employer offering an excellent benefits package, including Medical, Dental, Prescription Drug, Vision, Flexible Spending, Life, ESOP, and 401K.

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