Self-Funded TPA Senior Account Executive

Cobalt Benefits Group LLC; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan with employer 6

Paid holidays

Volunteer day

Job summary

Cobalt Benefits Group LLC in Dallas, TX seeks a Senior Account Executive for national accounts (1000+ lives). This executive-facing role requires proven C-suite relationship skills, strategic client insights, and the ability to guide complex benefit and cost optimization programs.

You will collaborate with brokers, underwriters, and internal teams to drive renewals, growth, and exceptional service delivery, while presenting data-driven recommendations and leading client meetings.

Qualifications

• 7–10 years of experience in national account management, strategic client services, or benefits consulting.
• Proven success engaging at the C-suite/executive level and presenting to senior leadership teams.
• Strong knowledge of self-funded health plans, stop-loss, and large group benefits administration.
• Exceptional executive presence, communication, and presentation skills.
• Ability to interpret complex data and translate into actionable business strategies.

Responsibilities

• Act as the primary executive-facing contact for national account clients and their brokers.
• Build and maintain trusted relationships with senior HR, finance, and benefits leaders.
• Lead quarterly and/or annual plan performance meetings, presenting plan performance metrics, claim trends, and strategic recommendations.
• Represent Cobalt at executive-level client meetings, industry conferences, and client-sponsored events.
• Provide proactive insights on emerging industry trends, compliance updates, and healthcare cost drivers.
• Partner with clients to evaluate benefit plan performance, identify opportunities for cost savings and employee health improvements.
• Collaborate with Sales and Underwriting to drive renewals, upsell opportunities, and overall revenue growth.
• Partner with the National Accounts Account Manager to ensure seamless day-to-day service execution.
• Monitor and oversee escalations, ensuring complex client issues are resolved quickly and with transparency.
• Serve as the executive escalation point for high-visibility issues impacting client satisfaction.
• Translate analytics into executive-level insights and communicate actionable recommendations.
• Ensure clients are prepared with data-driven strategies for renewal and performance planning.
• Drive accountability across internal stakeholders to ensure National Account standards are met.
• Participate in the National Accounts Leadership Council to ensure continuous improvement in client experience.
• Contribute to the development of best practices that differentiate National Accounts from the Core business.

Skills

C-suite engagement

National accounts

Strategic client services

Data interpretation

Salesforce

Microsoft Office

Travel readiness

Tools

Salesforce

BI tools

Job description

Self-Funded TPA Senior Account Executive

Cobalt Benefits Group LLC Dallas, Texas, United States

About this position

Description: Cobalt Benefits Group, a third-party administrator (TPA) of health insurance benefit plans, is seeking a seasoned National Accounts Account Executive to serve as the strategic lead for our largest clients (1000+ covered lives). This executive-facing role demands the ability to build trusted partnerships at the C-suite level, deliver proactive consultative insights, and guide clients through complex benefit and operational strategies. The Account Executive works closely with the National Accounts - Account Manager, brokers, and internal leaders to ensure seamless service delivery while driving client retention, growth, and satisfaction.

Responsibilities

• Act as the primary executive-facing contact for national account clients and their brokers.
• Build and maintain trusted relationships with senior HR, finance, and benefits leaders.
• Lead quarterly and/or annual plan performance meetings (determined per client), presenting plan performance metrics, claim trends, and strategic recommendations.
• Represent Cobalt at executive-level client meetings, industry conferences, and client-sponsored events, as needed.
• Provide proactive insights on emerging industry trends, compliance updates, and healthcare cost drivers.
• Partner with clients to evaluate benefit plan performance, identify opportunities for cost savings and employee health improvements.
• Collaborate with Sales and Underwriting to drive renewals, upsell opportunities, and overall revenue growth.
• Partner with the National Accounts Account Manager to ensure seamless day-to-day service execution.
• Monitor and oversee escalations, ensuring complex client issues are resolved quickly and with transparency.
• Serve as the executive escalation point for high‑visibility issues impacting client satisfaction.
• Partner with the Health Plan Performance/Analytics Consulting team to deliver customized data reporting.
• Translate analytics into executive-level insights and communicate actionable recommendations.
• Ensure clients are prepared with data‑driven strategies for renewal and performance planning.
• Drive accountability across internal stakeholders to ensure National Account standards are met (e.g., Day One Ready implementations, service SLAs).
• Participate in the National Accounts Leadership Council to ensure continuous improvement in client experience.
• Contribute to the development of best practices that differentiate National Accounts from the Core business.

Requirements

• 7–10 years of experience in national account management, strategic client services, or benefits consulting.
• Proven success engaging at the C‑suite/executive level and presenting to senior leadership teams.
• Strong knowledge of self‑funded health plans, stop‑loss, and large group benefits administration required.
• Exceptional executive presence, communication, and presentation skills required.
• Ability to interpret complex data and translate into actionable business strategies.
• Proficiency in Microsoft Office Suite, CRM systems (Salesforce preferred), and reporting/BI tools.
• Travel required (up to 30–40%) for client stewardship meetings, onsite events, and conferences.
• Strategic, collaborative, consultative, and solution‑oriented mindset with a track record of delivering results.

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.

Equal Opportunity Employer, including disability/protected veterans

Salary Information