Senior National Accounts Executive – Self-Funded Benefits

Cobalt Benefits Group LLC

Dallas (TX)

On-site

USD 120,000 - 180,000

Full time

2 days ago
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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

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.

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