Account Executive, Core Business

Cobalt Benefits Group LLC; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA contributions

Life and AD&D

Disability insurance

401(k) with employer match

Paid holidays

Summer Fridays

Vacation and sick time

Volunteer day

Tuition reimbursement

Wellness reimbursement

Company events

Job summary

Cobalt Benefits Group LLC in Massachusetts is seeking an Account Executive to help deliver health, dental, vision, and ancillary benefit solutions to companies nationwide. You will collaborate with an Account Manager to provide proactive client support and become the go-to expert for plan details and service delivery.

The role emphasizes relationship building, client onboarding, and ongoing satisfaction across self-funded and traditional plans.

Qualifications

• Bachelor's degree or 4 years of equivalent related experience
• 1+ years of experience in health benefits, insurance, or brokerage space
• Exceptional interpersonal communication and presentation skills
• Negotiation with financial savvy to build out a book of business
• Proven ability to work independently and manage cross-functional relationships
• Experience managing complex client relationships
• Intermediate level knowledge of Microsoft Office suite
• Ability to travel 25% of the time within MA, ME & NH

Responsibilities

• Client Relationship Building: Develop and sustain strong connections with self-funded client groups.
• Subject Matter Expertise: Serve as the primary resource for clients on health, dental, vision, and ancillary products.
• Strategic Collaboration: Partner with Account Manager to deliver high-quality client experiences.
• Client Onboarding & Retention: Oversee onboarding, implementation, and ongoing satisfaction.
• Stakeholder Management: Align benefit plans with stakeholders’ needs.
• Cross-Department Collaboration: Work with internal teams to present benefits clearly.
• Problem Solving & Confidentiality: Handle sensitive information and inquiries with discretion.
• Continuous Improvement: Stay ahead of industry trends to inform growth.
• Client Communication: Proactive outreach and updates to capture client needs.

Skills

Interpersonal skills

Presentation skills

Negotiation

Cross-functional collaboration

Client relationship management

Microsoft Office

Travel 25%

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

About This Role

Are you passionate about building meaningful relationships and driving exceptional client satisfaction? We are seeking an enthusiastic Account Executive to join our team! In this role, you'll be at the forefront of delivering innovative health, dental, and ancillary benefit solutions to companies nationwide. You'll work closely with a dedicated Account Manager to provide seamless client support, acting as the go-to expert in all things related to group, health, dental, vision, and Ancillary benefit plans.

Responsibilities

• Client Relationship Building: Develop and sustain strong, lasting connections with self-funded client groups, ensuring their needs are not only met but exceeded at every step.
• Subject Matter Expertise: Serve as the primary resource for clients on all health, dental, vision, and ancillary products, offering comprehensive guidance and expert advice.
• Strategic Collaboration: Partner with a dedicated Account Manager to deliver high-quality client experiences and provide proactive, strategic support.
• Client Onboarding & Retention: Oversee client onboarding, implementation, and ongoing satisfaction, identifying opportunities to expand services and deliver tailored solutions.
• Stakeholder Management: Work directly with key stakeholders to align benefit plans and services with their unique needs, driving enhanced customer experiences.
• Cross-Department Collaboration: Collaborate with internal teams to prepare and deliver compelling presentations that effectively communicate benefit offerings and plan information.
• Problem Solving & Confidentiality: Act with discretion and empathy, managing sensitive client information and resolving complex benefit inquiries with care.
• Continuous Improvement: Stay ahead of industry trends to deliver fresh insights and contribute to the company’s growth
• Client Communication: Regularly engage clients through proactive outreach and updates, while effectively communicating client needs within the organization. and success.

Requirements

• Bachelor's degree or 4 years of equivalent related experience.
• 1+ years of experience in the health benefits, insurance, or brokerage space.
• Exceptional interpersonal communication and presentation skills.
• A knack for negotiation with financial savvy to build out a book of business.
• Proven ability to work independently and manage cross-functional relationships.
• Experience managing complex client relationships.
• Intermediate level knowledge of Microsoft Office suite preferred.
• Ability to travel 25% of the time within the local regional marketplace (MA, ME & NH).

Benefits

After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including:

• Fantastic medical, dental, and vision insurance*
• Twice annual employer HSA contributions, covering 50% of the HDHP plan’s annual deductible!
• Company provided Basic Life and AD&D
• Company paid Short-Term and Long-Term Disability**
• Flexible Spending Accounts*
• 401(k) Retirement Plan with up to a 6% employer-match** WOW! (100% fully vested after 3 years)
• 10+ paid holidays
• Fully Paid half day Summer Fridays
• Generous paid vacation and sick time
• Annual Paid Volunteer Day
• Annual Tuition Reimbursement
• Annual Health and Wellness Reimbursement
• Lots of fun company events

*60 day waiting period**90 day waiting period

Who We Are

As a trusted third-party administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our four lines of business: EBPA, Blue Benefit Administrators of Massachusetts, CBA Blue,and Great Bay Administrators. With over 30 years of experience and a dedicated team of more than 300 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs. To learn more about working at CBG, visit https://www.cobaltbenefitsgroup.com/careers/.

Cobalt Benefits Group is an Equal Employment Opportunity employer.

Cobalt Benefits Group participates in E-Verify to confirm the employment eligibility of all new hires.