Self-Funded TPA National Account Manager

Cobalt Benefits Group LLC; Exeter (NH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

HSA contributions

Life Insurance

Disability Insurance

FSA

401(k) with match

Paid holidays

Summer Fridays

Vacation & Sick Time

Volunteer Day

Tuition Reimbursement

Wellness Reimbursement

Company events

Job summary

Cobalt Benefits Group LLC is seeking a National Accounts Account Manager to oversee service delivery and daily relationship management for strategic clients with 1,000+ lives. You will focus on responsiveness, claims resolution, and concierge-style client support, collaborating with the National Accounts Executive to ensure a seamless client experience.

The role requires expertise in self-funded health plans, strong communication, and the ability to manage high-volume complex relationships while

Qualifications

• 5+ years in account management for national or large group clients.
• Strong knowledge of self-funded health plans and claims resolution.
• Proven ability to manage high-volume client relationships professionally.
• Exceptional responsiveness and organizational skills to handle multiple priorities.
• Advanced proficiency in Microsoft Office; experience with CRM and reporting tools.

Responsibilities

• Serve as primary day-to-day contact for national account clients and brokers.
• Acknowledge emails within one business day and provide timelines.
• Collaborate with National Account Executive to maintain relationships.
• Provide proactive outreach on operations updates and service trends.
• Monitor claim escalations and collaborate with internal claims teams.
• Lead root-cause analysis and ensure issue closure with documentation.
• Identify trends and elevate patterns to leadership for resolution.
• Route inquiries through centralized service channels with accountability.
• Coordinate with Finance, Claims Operations, and other teams to fulfill client requirements.
• Work with HPAC to provide data and insights for plan performance meetings.
• Review service materials and client deliverables for quality and accuracy.
• Ensure compliance with national account standards and SLAs.

Skills

Account management

Client services

Benefits administration

CRM (Salesforce)

Microsoft Office

Travel 20-30%

Communication

Problem solving

Tools

Salesforce

Job description

Description

Cobalt Benefits Group, a third-party administrator (TPA) of health insurance benefit plans, is seeking a highly skilled National Accounts Account Manager to oversee the service delivery and daily relationship management for strategic clients with 1,000+ covered lives. This role is focused on responsiveness, claims resolution, and proactive client support at a concierge level. The Account Manager, National Accounts partners closely with the National Accounts Account Executive, ensuring a seamless client experience while driving operational excellence, timely communication, and resolution of complex issues.

Responsibilities

• Serve as the primary day-to-day contact for national account clients and brokers, ensuring timely and effective responses.
• Acknowledge all client and broker emails within one business day and provide clear, accurate updates on resolution timelines.
• Partner with the National Account Executive to maintain strategic client relationships, ensuring consistency across executive and operational communications.
• Provide proactive outreach on operational updates, claims activity, and service trends impacting the client.
• Monitor and manage claim escalations, appeals, and high-touch service issues in collaboration with internal claims teams.
• Lead root cause analysis and ensure closure of recurring issues with full documentation.
• Identify trends in claims or service activity and elevate patterns to leadership for long-term resolution.
• Leverage centralized service channels to monitor inquiries, ensuring tasks are routed and resolved with accountability.
• Partner cross-functionally with all SBU’s including Finance, Claim Operations, Curated Solutions, Reporting, and Stop-Loss to maintain seamless execution of client requirements.
• Collaborate with Health Productivity Analytics Consulting (HPAC) team to provide clients with accurate data and insights that inform plan performance meetings.
• Review and quality-check service materials, claims documentation, and client deliverables before distribution.
• Ensure compliance with all national account service standards, regulatory requirements, and internal SLAs.
• Maintain Salesforce records to track service activity, escalations, and client communications.

Requirements

• 5+ years of experience in account management, client services, or benefits administration (National or large group clients preferred).
• Strong knowledge of self-funded health plans, stop-loss processes, and claims resolution required.
• Proven ability to manage high-volume, complex client relationships with professionalism.
• Exceptional responsiveness and organizational skills with the ability to manage multiple priorities.
• Advanced proficiency in Microsoft Office Suite, CRM platforms (Salesforce preferred), and reporting tools.
• Ability to travel (20–30%) for client meetings, open enrollment events, or onsite support.
• Must possess a collaborative and solution-oriented mindset with the ability to thrive in a fast-paced environment. Demonstrated professional presence, with the ability to communicate clearly and confidently in internal and client-facing interactions.

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

Cobalt Benefits Group has been named one of the Best Companies to Work for in NH 2026 by NH Business Magazine! 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.