Account Manager, National Accounts

Cobalt Benefits Group LLC•Portland, ME

just now•Hybrid

About The Position

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.

Requirements

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.

Responsibilities

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 escalate 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.

Benefits

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