National Account Executive, Self-Funded TPA

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Serve as the primary point of contact for national account clients and their brokers, engaging with executives.

• Develop and sustain trusted partnerships with senior leaders in HR, finance, and benefits.

• Conduct quarterly and/or annual meetings to discuss plan performance, showcasing metrics, claims trends, and strategic suggestions.

• Represent Cobalt during executive-level client discussions, industry conferences, and client-hosted events as required.

• Offer proactive insights regarding emerging industry trends, compliance updates, and factors influencing healthcare costs.

• Assess the performance of benefit plans and pinpoint areas for cost reduction and enhancements in employee health.

• Collaborate with Sales and Underwriting teams to facilitate renewals, identify upsell opportunities, and promote revenue growth.

• Work together with the National Accounts Account Manager to guarantee smooth daily service delivery.

• Oversee escalations and act as the executive escalation contact for high-profile issues.

• Collaborate with the Health Plan Performance/Analytics Consulting team to provide tailored data reporting.

• Convert analytics into executive-level insights and share actionable recommendations.

• Equip clients with data-driven strategies for renewal and performance planning.

• Foster accountability among internal stakeholders to meet National Account standards.

• Engage in the National Accounts Leadership Council, contributing to ongoing improvements and best practices.

⛳️ Requirements

• 7–10 years of experience in national account management, strategic client services, or benefits consulting.

• Demonstrated success in engaging with C-suite/executive levels and presenting to senior leadership teams.

• Strong understanding of self-funded health plans, stop-loss, and large group benefits administration is essential.

• Exceptional executive presence, along with outstanding communication and presentation skills, is required.

• Capability to interpret complex data and convert it into actionable business strategies.

• Proficiency in Microsoft Office Suite, CRM systems (Salesforce preferred), and reporting/BI tools.

• Travel is necessary (up to 30–40%) for client stewardship meetings, onsite events, and conferences.

• A strategic, collaborative, consultative, and solution-oriented mindset with a proven track record of delivering results.

🏝️ Benefits

• Excellent medical, dental, and vision insurance.

• Semi-annual employer HSA contributions that cover 50% of the HDHP plan’s annual deductible.

• Company-provided Basic Life and AD&D insurance.

• Company-funded Short-Term and Long-Term Disability coverage.

• Flexible Spending Accounts.

• 401(k) Retirement Plan with an employer match of up to 6%.

• WOW! (100% fully vested after 3 years).

• Over 10 paid holidays.

• Fully paid half-day Summer Fridays.

• Generous paid vacation and sick leave.

• Annual Paid Volunteer Day.

• Annual Tuition Reimbursement.

• Annual Health and Wellness Reimbursement.

• Enjoyable company events.

• Full-time employees are eligible for benefits after completing a waiting period.

• Medical, dental, vision insurance, and Flexible Spending Accounts are subject to a 60-day waiting period.

• Short-Term Disability, Long-Term Disability, and 401(k) employer match are subject to a 90-day waiting period.