Account Manager, Core Business

Cobalt Benefits Group LLC; Portland (ME); On-site; USD 55,000 - 82,000; Full time

Job summary

Cobalt Benefits Group is seeking an Account Manager to serve as a key liaison between clients and internal teams, focusing on self-funded medical, dental, and ancillary benefits. You will support onboarding, implement client groups, and deliver cost-effective, tailored benefit programs through data-driven service.

You will report to the Director of Client Services and collaborate with the Executive Manager to develop lasting client relationships and ensure high-quality service delivery.

Qualifications

• Associate degree or two years of equivalent business experience.
• 1–3 years' experience in health benefit/insurance space.
• Exceptional interpersonal and written communication.
• Ability to work independently and across team settings.
• Proficient in Microsoft Office; knowledge of TPA processes is a plus.

Responsibilities

• Act as an internal client liaison to onboard and implement changes.
• Build relationships with existing clients and manage expectations.
• Use judgment to manage projects implementing new client groups.
• Provide service and recommendations related to CBG products.
• Escalate client concerns and utilize resources for grievances.
• Report progress daily and support service delivery.
• Collaborate cross-departmentally on client presentations.
• Prioritize daily tasks.

Skills

Interpersonal communication

Written communication

Independent work

Team collaboration

TPA knowledge

Education

Associate degree or equivalent

Tools

MS Office

Job description

Description

About This Role

Join our team with Cobalt Benefits Group and start an exciting career in employee benefits solutions. As an Account Manager, you’ll play an important role in helping us offer customized, self-funded insurance options to our clients and members. At CBG our mission is to optimize member health and experience by delivering cost-effective, tailor-made benefit programs through a data-driven and service-oriented approach. You’ll serve as a key liaison between our clients and internal departments, using independent judgment to ensure high-quality service delivery and satisfaction.

Reporting to the Director of Client Services and working cohesively with the Executive Manager, the core objective of the Account Manager is to support and develop lasting relationships with self-funded medical, dental and ancillary benefit client groups.

Responsibilities

The day-to-day responsibility of an Account Manager includes:

• Act as an internal client liaison to manage all aspects of onboarding and implementing in a communicative and diligent fashion.
• Build sustainable relationships and trust with our existing client base by answering inquiries while setting, managing, and exceeding expectations.
• Use discretion and independent judgment to manage projects associated with implementing new client groups.
• Provide the best possible service and recommendations in relation to CBG products.
• Escalate client concerns and utilize core internal resources and systems for grievances and appeals.
• Contribute to the performance of the service delivery on your team and report progress daily.
• Collaborate cross departmentally with internal resources to assist in the development and design of client presentations.
• Must be able to prioritize daily tasks.

Requirements

• Associate degree or years 2 of equivalent related experience in business
• One to three years' experience in the health benefit/ insurance space
• Exceptional interpersonal and written communication
• Ability to work independently and across team settings
• Intermediate level of knowledge in Microsoft office suite
• TPA knowledge a benefit

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.