National Account Executive, Self-Funded TPA

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

📋 Description

• Serve as the main executive contact for national account clients and their brokers.

• Establish and nurture trusted relationships with senior leaders in HR, finance, and benefits.

• Lead quarterly and annual meetings to discuss plan performance, presenting metrics, claim trends, and strategic recommendations.

• Represent Cobalt at client executive meetings, industry conferences, and client-hosted events as required.

• Provide proactive insights on emerging trends in the industry, compliance updates, and factors influencing healthcare costs.

• Collaborate with clients to assess benefit plan performance and discover opportunities for cost savings and improvements in employee health.

• Work alongside Sales and Underwriting to enhance renewals, identify upsell opportunities, and drive revenue growth.

• Partner with the National Accounts Account Manager to guarantee smooth daily service execution.

• Oversee escalations, ensuring that complex client issues are addressed promptly and transparently.

• Act as the executive point of escalation for high-visibility issues affecting client satisfaction.

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

• Convert analytics into executive insights and communicate actionable recommendations.

• Ensure clients are equipped with data-driven strategies for renewal and performance planning.

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

• Take part in the National Accounts Leadership Council to promote ongoing improvements in client experience.

• Contribute to best practices that distinguish National Accounts from the Core business.

⛳️ Requirements

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

• Proven success in engaging with C-suite executives and presenting to senior leadership teams.

• In-depth knowledge of self-funded health plans, stop-loss, and large group benefits administration is essential.

• Exceptional executive presence along with strong communication and presentation skills are required.

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

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

• Willingness to travel (up to 30-40%) for client stewardship meetings, onsite events, and conferences.

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

• Must be eligible to work in the United States; employment eligibility will be verified through E-Verify.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• Biannual employer HSA contributions, covering 50% of the HDHP plan’s annual deductible.

• Company provided Basic Life and AD&D insurance.

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

• Flexible Spending Accounts.

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

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

• More than 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.

• Engaging company events.

• Fully remote work arrangement.