National Account Manager, Self-Funded TPA

Cobalt Benefits Group, LLC (DBA: Blue Benefit Administrators, CBA Blue & EBPA)

. Serve as the primary day-to-day contact for national account clients and brokers .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and client services, with a strong focus on self-funded health plans and claims resolution. Proven ability to maintain strategic client relationships while ensuring compliance with service standards and regulatory requirements.

Highest-signal resume keywords

Account ManagementClient ServicesSelf-Funded Health PlansSalesforce ProficiencyClaims Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims ManagementRoot Cause AnalysisData AnalysisReporting ToolsService Standards Compliance

Soft Skills

Organizational SkillsResponsivenessCollaborationCommunicationProblem-Solving

Tools & Technologies

Microsoft Office SuiteCRM PlatformsSalesforce

Industry Keywords

National Account ClientsStop-Loss ProcessesBenefits AdministrationHigh-Volume Client RelationshipsE-Verify

About the role

Key responsibilities & impact

Serve as the primary day-to-day contact for national account clients and brokers
Acknowledge client and broker emails within one business day and provide clear updates on resolution 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 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 escalate patterns to leadership
Monitor centralized service channels and ensure inquiries are routed and resolved with accountability
Partner cross-functionally with Finance, Claim Operations, Curated Solutions, Reporting, and Stop-Loss
Collaborate with the HPAC team to provide accurate data and insights for plan performance meetings
Review and quality-check service materials, claims documentation, and client deliverables
Ensure compliance with service standards, regulatory requirements, and internal SLAs
Maintain Salesforce records tracking service activity, escalations, and client communications

Requirements

What you’ll need

5+ years of experience in account management, client services, or benefits administration
National or large group client experience preferred
Strong knowledge of self-funded health plans, stop-loss processes, and claims resolution
Proven ability to manage high-volume, complex client relationships
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
Collaborative and solution-oriented mindset
Ability to thrive in a fast-paced environment
Demonstrated professional presence
Ability to communicate clearly and confidently in internal and client-facing interactions
Must be authorized to work in the United States; employer participates in E-Verify

Benefits

Comp & perks

Website LinkedIn All Job Openings 51 - 200 employees 💼 Consulting ⚖️ Legal 🛡️ Insurance Consulting
Legal
Insurance Cobalt Benefits Group, LLC (DBA: Blue Benefit Administrators, CBA Blue & EBPA) is a full service Third Party Administrator (TPA) that specializes in the customization, marketing, and operation of self-funded employee benefit plans. With over 30 years of experience and a team of over 195 employees, CBG provides a wide array of products and services including self-funded medical and dental plans, Flexible Spending Accounts, Health Reimbursement Arrangements, and COBRA management. CBG aims to assist employers in building custom benefit plans while managing costs and ensuring compliance with regulations.