Job Type Full-time

Classification Exempt

Role Summary

Cobalt Benefits Group is seeking a proactive and detail-oriented Account Manager to support the day-to-day service and operational execution for a defined book of clients. This role plays a key part in ensuring client satisfaction by resolving issues, coordinating reporting, and maintaining clear communication across internal teams. The ideal candidate brings strong organizational skills, a collaborative approach, and a solid understanding of self-funded benefit administration. 

Responsibilities

 Client Service & Relationship Support 

•  Serve as a primary contact for day-to-day client inquiries and service needs.
•  Collaborate with internal teams to resolve complex issues and deliver timely, accurate responses.
•  Communicate updates related to high-cost claimants, notable claims activity, service issues, and plan performance to internal and external stakeholders.
• Troubleshoot and resolve a variety of client and member issues, including claims, eligibility, Rx discrepancies, ID cards, and utilization review concerns.

 Reporting & Client Communications

• Coordinate and distribute standard and ad hoc client reports.
• Support the development and delivery of quarterly review materials and other client-facing updates.
• Work with the client and internal departments to ensure timely completion and submission of required documentation. 

Issue Resolution & Operational Oversight

• Identify service gaps or trends and proactively escalate concerns to senior team members.
• Partner with internal departments to drive resolution and support root cause analysis for client-impacting issues.
• Track status of outstanding items and ensure closure through proper documentation and communication. 
• Provide support on compliance-related items in coordination with applicable teams.  

Quality Assurance & Administrative Support

• Conduct QA reviews of client-specific materials, including plan document amendments and case notices.
• Participate in open enrollment meetings, benefit fairs, or educational sessions as needed.
• Ensure alignment with client-specific processes and regulatory requirements.
• Maintain and monitor client activity using Salesforce and other internal tools.

• At least 2 years of experience in client services, account management, or benefits administration.
• Strong working knowledge of self-funded health plans, stop-loss, and claims processes preferred.
• Excellent communication and interpersonal skills, with a client-first mindset.
• Highly organized with the ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite; experience with CRM and reporting tools a plus.
• Team-oriented with a proactive, solution-driven approach.