Employee Benefits Account Manager | Onboarding & Client Success

Cobalt Benefits Group LLC; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) match

Paid holidays

Vacation & sick time

Tuition reimbursement

Wellness reimbursement

Job summary

Cobalt Benefits Group LLC is seeking an Account Manager to support self-funded medical, dental and ancillary benefit programs for clients and members. You will serve as the primary liaison between clients and internal teams, ensuring high-quality service delivery and satisfaction through proactive communication.

Responsibilities include onboarding new client groups, relationship management, and independent project coordination to implement benefits solutions aligned with client goals and budgets.

Qualifications

• Associate degree or 2+ years’ experience in business.
• 1–3 years in health benefits/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.

Responsibilities

• 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.

Skills

Communication

Independence

Customer service

MS Office

Education

Associate degree or 2+ years related experience in business

Tools

MS Office Suite

Job description

Cobalt Benefits Group LLC is seeking an Account Manager to support self-funded medical, dental and ancillary benefit programs for clients and members. You will serve as the primary liaison between clients and internal teams, ensuring high-quality service delivery and satisfaction through proactive communication.

Responsibilities include onboarding new client groups, relationship management, and independent project coordination to implement benefits solutions aligned with client goals and budgets.