Senior Account Executive

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

📋 Description

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

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

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

• Represent Cobalt at executive-level client gatherings, industry conferences, and client-hosted events when necessary.

• Offer proactive insights regarding emerging industry trends, compliance updates, and healthcare cost determinants.

• Assess benefit plan performance and pinpoint opportunities for cost reduction and enhancements in employee health.

• Collaborate with Sales and Underwriting teams to promote renewals, upsell possibilities, and revenue enhancement.

• Work alongside the National Accounts Account Manager to guarantee smooth day-to-day service delivery.

• Supervise and manage escalations, swiftly and transparently resolving complex client issues.

• Act as the executive escalation point for significant issues affecting client satisfaction.

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

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

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

• Foster accountability among internal stakeholders to ensure adherence to National Account standards.

• Participate in the National Accounts Leadership Council, contributing to ongoing improvement and best practices.

⛳️ Requirements

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

• Demonstrated success in engaging with the C-suite/executive level 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 communication and presentation skills, is required.

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

• Proficiency in Microsoft Office Suite, CRM systems (preferably Salesforce), 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 proven record of achieving results.

• Must meet employment eligibility verification requirements; Cobalt Benefits Group participates in E-Verify.

🏝️ Benefits

• Excellent medical, dental, and vision insurance.

• Semi-annual 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.

• 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.