Self-Funded TPA National Account Manager

Socket.dev; Hartford (CT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

HSA contributions

Life and AD&D insurance

Short-Term and Long-Term Disability

401(k) with employer match

Paid holidays and vacation

Tuition reimbursement

Volunteer day

Job summary

Cobalt Benefits Group is seeking a National Accounts Account Manager to oversee the service delivery and daily relationship management for strategic clients with 1,000+ covered lives. This role focuses on responsiveness, claims resolution, and proactive client support at a concierge level.

The Account Manager collaborates with the National Accounts Executive to ensure a seamless client experience, timely communication, and resolution of complex issues while maintaining compliance with internal

Qualifications

• 5+ years of experience in account management or client services for national or large-group clients
• Strong knowledge of self-funded health plans, stop-loss processes, and claims resolution
• Proven ability to manage high-volume, complex client relationships with professionalism

Responsibilities

• Serve as the primary day-to-day contact for national account clients and brokers
• Acknowledge all client and broker emails within one business day and provide updates on timelines
• Partner with the National Account Executive to maintain strategic client relationships
• Provide proactive outreach on operational updates, claims activity, and service trends
• Monitor and manage claim escalations, appeals, and high-touch service issues
• Lead root cause analysis and ensure closure of recurring issues with full documentation
• Identify trends in claims or service activity and escalate patterns to leadership
• Collaborate with Finance, Claim Operations, Reporting, and other teams to fulfill client requirements
• Maintain Salesforce records to track service activity, escalations, and client communications

Skills

Account management

Client services

Benefits administration

Claims resolution

Salesforce

MS Office

CRM platforms

Travel readiness

Tools

Salesforce

Job description

Description

Cobalt Benefits Group 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.

• 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 escal 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

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.