National Account Manager, Self-Funded TPA

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

📋 Description

• Act as the main daily point of contact for national account clients and brokers.

• Ensure prompt and efficient responses to inquiries from clients and brokers.

• Acknowledge all communications from clients and brokers within one business day, providing clear and accurate updates regarding resolution timelines.

• Collaborate with the National Account Executive to foster and maintain strategic client relationships.

• Conduct proactive outreach regarding operational updates, claims activities, and service trends.

• Oversee and manage escalations, appeals, and high-touch service issues alongside internal claims teams.

• Lead root cause analysis efforts and guarantee closure of recurring issues with comprehensive documentation.

• Detect trends in claims or service activities and escalate patterns to leadership as needed.

• Utilize centralized service channels to monitor inquiries, ensuring proper routing and resolution accountability.

• Collaborate across departments with Finance, Claim Operations, Curated Solutions, Reporting, and Stop-Loss teams.

• Work with the HPAC team to provide clients with precise data and insights for plan performance meetings.

• Review and perform quality checks on service materials, claims documentation, and client deliverables.

• Ensure adherence to national account service standards, regulatory requirements, and internal SLAs.

• Maintain Salesforce records for service activities, escalations, and client communications.

⛳️ Requirements

• Over 5 years of experience in account management, client services, or benefits administration.

• Experience with national or large group clients is preferred.

• Strong understanding of self-funded health plans, stop-loss processes, and claims resolution is essential.

• Proven track record of managing high-volume, complex client relationships with professionalism.

• Exceptional responsiveness and organizational skills, with the capacity to handle multiple priorities simultaneously.

• Advanced proficiency in Microsoft Office Suite, CRM platforms (Salesforce preferred), and reporting tools.

• Willingness to travel 20–30% for client meetings, open enrollment events, or onsite support.

• A collaborative and solution-focused approach.

• Ability to excel in a fast-paced work environment.

• Demonstrated professional demeanor.

• Ability to communicate clearly and confidently in both internal and client-facing interactions.

• Must be eligible to work in the United States, as Cobalt Benefits Group participates in E-Verify to confirm the employment eligibility of new hires.

🏝️ Benefits

• Excellent medical, dental, and vision insurance.

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

• Basic Life and AD&D insurance provided by the company.

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

• Flexible Spending Accounts available.

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

• Fully vested after 3 years of service.

• Over 10 paid holidays each year.

• Fully paid half-day Summer Fridays.

• Generous paid vacation and sick leave.

• Annual Paid Volunteer Day.

• Annual Tuition Reimbursement program.

• Annual Health and Wellness Reimbursement.

• Numerous fun company events throughout the year.