Account Manager, Employee Benefits & Client Success

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

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.