- Serve as the primary day-to-day contact for national account clients and brokers
- Ensure timely and effective responses to client and broker inquiries
- 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
- Provide proactive outreach on operational updates, claims activity, and service trends
- Monitor and manage claim escalations, appeals, and high-touch service issues 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
- Leverage centralized service channels to monitor inquiries and ensure accountable routing and resolution
- Partner cross-functionally with Finance, Claim Operations, Curated Solutions, Reporting, and Stop-Loss
- Collaborate with the HPAC team to provide clients with accurate data and insights for plan performance meetings
- Review and quality-check service materials, claims documentation, and client deliverables
- Ensure compliance with national account service standards, regulatory requirements, and internal SLAs
- Maintain Salesforce records for service activity, escalations, and client communications
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
- Collaborative and solution-oriented mindset
- Ability to thrive in a fast-paced environment
- Demonstrated professional presence
- Ability to communicate clearly and confidently in internal and client-facing interactions
- Must be eligible to work in the United States, as Cobalt Benefits Group participates in E-Verify to confirm employment eligibility of new hires
Core Competencies
Demonstrates expertise in managing national account client relationships, ensuring compliance with service standards and regulatory requirements, and leveraging data insights for performance improvement. Proficient in claims resolution processes and maintaining accurate service documentation.
Highest-signal resume keywords
- Account Management
- Self-Funded Health Plans
- Claims Resolution
- Salesforce Proficiency
- Client Communication
Hard Skills
- Claims Management
- Root Cause Analysis
- Operational Updates
- Service Trends Monitoring
- Documentation Quality Checking
Soft Skills
- Organizational Skills
- Responsiveness
- Collaborative Mindset
- Professional Presence
- Clear Communication
Industry Keywords
- National Account Clients
- Stop-Loss Processes
- Benefits Administration
- E-Verify Compliance
Tools & Technologies
- Microsoft Office Suite
- CRM Platforms
- Reporting Tools
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National Account Manager, Self-Funded TPA Arbeitgeber: Jobtailor
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