Account Manager, TPA Self-Funded Benefits

Description

Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As an Account Manager, you’ll play an important role in helping us offer customized, self-funded insurance options to our clients and members.

Reporting to the Director of Client Services and working cohesively with the Executive Manager, the Account Manager will support and develop lasting relationships with self-funded medical, dental, and ancillary benefit client groups. The Account Manager will serve as a main point of contact for day-to-day activities, striving to understand our clients’ needs, challenges, and goals, ensuring the timely and successful delivery of solutions.

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.

Requirements

• Associate degree or two years of equivalent related experience in business.
• One to three years’ experience in the health benefit/ insurance space.
• Proven track record of managing client relationships, achieving customer satisfaction, and retaining clients.
• Exceptional communication and interpersonal skills.
• Ability to work independently and across team settings.
• Intermediate level of knowledge in Microsoft office suite.
• Capable of managing multiple accounts and projects simultaneously, while maintaining attention to detail and working with a high degree of accuracy.
• Third-Party Administration (TPA) knowledge is a benefit.

Work Environment & Physical Demands

• Hybrid work availability may be offered based on meeting key performance metrics.
• Prolonged periods of sitting may be required.
• Regular use of a computer, keyboard, and mouse is necessary; reasonable accommodations will be provided upon request.
• Employees should ensure an ergonomically appropriate desk and chair setup.
• Comfort with being on camera for virtual meetings (e.g., Microsoft Teams)

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
• Generous paid vacation and sick time
• Annual Volunteer Paid Day
• Annual Tuition Reimbursement
• Annual Health and Wellness Reimbursement
• Lots of fun company events

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 three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue.

With over 30 years of experience and a dedicated team of more than 200 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/.

Benefit Waiting Period Notes:

*60 day waiting period

**90 day waiting period