National Account Executive, Self-Funded TPA

• Act as the primary executive-facing contact for national account clients and their brokers
• Build and maintain trusted relationships with senior HR, finance, and benefits leaders
• Lead quarterly and/or annual plan performance meetings, presenting plan performance metrics, claim trends, and strategic recommendations
• Represent Cobalt at executive-level client meetings, industry conferences, and client-sponsored events as needed
• Provide proactive insights on emerging industry trends, compliance updates, and healthcare cost drivers
• Partner with clients to evaluate benefit plan performance and identify opportunities for cost savings and employee health improvements
• Collaborate with Sales and Underwriting to drive renewals, upsell opportunities, and revenue growth
• Partner with the National Accounts Account Manager to ensure seamless day-to-day service execution
• Monitor and oversee escalations, ensuring complex client issues are resolved quickly and transparently
• Serve as the executive escalation point for high-visibility issues impacting client satisfaction
• Partner with the Health Plan Performance/Analytics Consulting team to deliver customized data reporting
• Translate analytics into executive-level insights and communicate actionable recommendations
• Ensure clients are prepared with data-driven strategies for renewal and performance planning
• Drive accountability across internal stakeholders to ensure National Account standards are met
• Participate in the National Accounts Leadership Council to ensure continuous improvement in client experience
• Contribute to best practices differentiating National Accounts from the Core business

Requirements

• 7–10 years of experience in national account management, strategic client services, or benefits consulting
• Proven success engaging at the C-suite/executive level and presenting to senior leadership teams
• Strong knowledge of self-funded health plans, stop-loss, and large group benefits administration required
• Exceptional executive presence, communication, and presentation skills required
• Ability to interpret complex data and translate into actionable business strategies
• Proficiency in Microsoft Office Suite, CRM systems (Salesforce preferred), and reporting/BI tools
• Travel required (up to 30–40%) for client stewardship meetings, onsite events, and conferences
• Strategic, collaborative, consultative, and solution-oriented mindset with a track record of delivering results
• Ability to work in the United States; employment eligibility verified through E-Verify

Core Competencies

Demonstrates expertise in national account management and strategic client services, with a strong focus on self-funded health plans and large group benefits administration. Proven ability to engage with C-suite executives, deliver actionable insights from complex data, and drive client satisfaction through effective communication and collaboration.

Highest-signal resume keywords

• National Account Management
• Self-Funded Health Plans
• Executive-Level Presentations
• Data Analysis and Reporting
• Client Relationship Management

Hard Skills

• Benefits Consulting
• Data Interpretation
• Performance Metrics Analysis
• Cost Savings Strategies
• Healthcare Cost Drivers

Soft Skills

• Exceptional Communication
• Executive Presence
• Collaborative Mindset
• Solution-Oriented Approach
• Consultative Skills

Industry Keywords

• C-Suite Engagement
• Client Stewardship
• Renewal Planning
• Performance Planning
• National Accounts Leadership

Tools & Technologies

• Microsoft Office Suite
• Salesforce
• Reporting Tools
• Business Intelligence Tools