Account Manager, National Accounts

Description

Cobalt Benefits Group is seeking a highly skilled National Accounts Account Manager to oversee the service delivery and daily relationship management for strategic clients with 1,000+ covered lives. This role is focused on responsiveness, claims resolution, and proactive client support at a concierge level. The Account Manager, National Accounts partners closely with the National Accounts Account Executive, ensuring a seamless client experience while driving operational excellence, timely communication, and resolution of complex issues.

• Serve as the primary day-to-day contact for national account clients and brokers, ensuring timely and effective responses.
• Acknowledge all client and broker emails within one business day and provide clear, accurate updates on resolution timelines.
• Partner with the National Account Executive to maintain strategic client relationships, ensuring consistency across executive and operational communications.
• Provide proactive outreach on operational updates, claims activity, and service trends impacting the client.
• Monitor and manage claim escalations, appeals, and high-touch service issues in collaboration with internal claims teams.
• Lead root cause analysis and ensure closure of recurring issues with full documentation.
• Identify trends in claims or service activity and elevate patterns to leadership for long-term resolution.
• Leverage centralized service channels to monitor inquiries, ensuring tasks are routed and resolved with accountability.
• Partner cross-functionally with all SBU’s including Finance, Claim Operations, Curated Solutions, Reporting, and Stop-Loss to maintain seamless execution of client requirements.
• Collaborate with Health Productivity Analytics Consulting (HPAC) team to provide clients with accurate data and insights that inform plan performance meetings.
• Review and quality-check service materials, claims documentation, and client deliverables before distribution.
• Ensure compliance with all national account service standards, regulatory requirements, and internal SLAs.
• Maintain Salesforce records to track service activity, escalations, and client communications.

• 5+ years of experience in account management, client services, or benefits administration (National or large group clients preferred).
• Strong knowledge of self-funded health plans, stop-loss processes, and claims resolution required.
• Proven ability to manage high-volume, complex client relationships with professionalism.
• Exceptional responsiveness and organizational skills with the ability to manage multiple priorities.
• Advanced proficiency in Microsoft Office Suite, CRM platforms (Salesforce preferred), and reporting tools.
• Ability to travel (20–30%) for client meetings, open enrollment events, or onsite support.
• Must possess a collaborative and solution-oriented mindset with the ability to thrive in a fast-paced environment. Demonstrated professional presence, with the ability to communicate clearly and confidently in internal and client-facing interactions.

After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including:

• Fantastic medical, dental, and vision insurance*
• Twice annual employer HSA contributions, covering 50% of the HDHP plan’s annual deductible!
• Company provided Basic Life and AD&D
• Company paid Short-Term and Long-Term Disability**
• Flexible Spending Accounts*
• 401(k) Retirement Plan with up to a 6% employer-match
  ** WOW! (100% fully vested after 3 years)
• 10+ paid holidays
• Fully Paid half day Summer Fridays
• Generous paid vacation and sick time
• Annual Paid Volunteer Day
• Annual Tuition Reimbursement
• Annual Health and Wellness Reimbursement
• Lots of fun company events

* 60 day…