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

Account Executive

• Build and maintain strong, long-term relationships with key clients and their broker partners.
• Conduct regular in-person client and broker visits to strengthen relationships and identify opportunities for added value.
• Lead internal strategy meetings for high-risk or "jeopardy" accounts to proactively address issues and preserve client satisfaction.
• Facilitate weekly touchpoints with assigned Account Manager (AM) and Client Service Specialist (CSS) to review client health and prioritize issue resolution.
• Participate in weekly Client Services leadership meetings to resolve escalated items and align on client strategy.
• Serve as the point of escalation for complex issues that cannot be resolved at the AM level.
• Monitor performance guarantees and ensure timely delivery of required reporting to clients.
• Partner with the Analytics team to develop storylines and insights for Annual Plan Performance Reviews.
• Present performance reports and strategic recommendations to clients and broker partners.
• Contribute to content development and data analysis for Quarterly Review Updates.
• Drive the optimization and standardization of workflows, service processes, and department documentation.
• Support organic growth through upselling ancillary lines and targeted solutions.
• Leverage broker relationships to facilitate new growth opportunities.
• Deliver renewal proposals as part of a consultative, data-driven discussion with clients and brokers to support strategic decision-making.
• Collaborate with internal stakeholders to evaluate plan design changes and develop strategic recommendations.
• Track renewal opportunities and activity within Salesforce.
• Partner with internal teams to determine rate actions and above/below-the-line increases.

Account Manager

• 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.
• Coordinate and distribute standard and ad hoc client reports.
• Support the development and delivery of quarterly review materials and other client-facing updates.
• Identify service gaps or trends and proactively escalate concerns to senior team members.
• Track status of outstanding items and ensure closure through proper documentation and communication.

Claims Specialist

• Audit, review, and adjust medical, dental, and flexible spending accounts and Health Reimbursement Account claims.
• Review, apply and create refund letters for all lines of business to members and providers.
• Reprocess payments when necessary.
• Communicate with members, providers, employer group contacts, and other inquirers pertaining to specific refund questions.
• Review plan documents for various groups to research and resolve claim processing questions and issues.
• Act with urgency to respond to inquiries regarding refund request status-including research and resolution regarding outstanding request.
• Perform other related duties, as assigned.

Healthcare Claims Specialist

• Ensure accuracy of claims adjudication while maintaining quality and turn around goals.
• Adjudicate medical, dental and vision claims.
• Review plan documents for various groups to apply appropriate benefits to claims being adjudicated.
• Prioritize assigned claims by adjudicating oldest claims first.
• Communicate effectively with internal auditors and management team.
• Perform other related duties, as assigned.

Health Benefits Claims Examiner

Implementation Specialist

• Coordinate and drive implementation activities across multiple internal teams and external partners
• Create, manage, and maintain implementation project plans, timelines, and tracking documentation
• Gather, document, and validate customer requirements to ensure accurate product and service setup
• Proactively identify risks or issues and partner with stakeholders to drive timely resolution
• Facilitate implementation kick-off activities, including preparation of tools and documentation
• Lead or support client-facing meetings and presentations related to onboarding and implementation
• Track action items, follow-ups, and implementation milestones to keep projects on schedule
• Customize and maintain department-specific documentation and templates
• Build strong working relationships with internal teams, vendors, and client contacts
• Support continuous improvement of implementation processes and standards
• Perform other related duties as assigned

Implementation Specialist, Implementation Coordinator

Implementation Specialist – Implementation Coordinator

Accounting Manager

• Oversee the day-to-day operations of the Accounting Department.
• Ensure accurate financial reporting, effective internal controls, and timely month-end close.
• Manage accounting staff and drive process improvements.
• Support leadership with financial insights that contribute to business decisions.
• Lead and manage the month-end, quarter-end, and year-end close processes.
• Prepare, review, and analyze financial statements in accordance with GAAP.
• Reconcile balance sheet accounts and ensure proper documentation.
• Maintain and improve standard close timelines, checklists, and procedures.
• Oversee daily accounting operations, including accounts payable, accounts receivable, payroll accounting, and general ledger activity.
• Review journal entries, accruals, and account reconciliations prepared by staff.
• Supervise, mentor, and develop accounting team members.
• Foster a collaborative, detail-oriented, and continuous improvement culture.
• Support annual financial audits and coordinate requests with external auditors.
• Identify opportunities for operational efficiencies and lead process improvement initiatives.

Operations

• Develop a deep understanding of Cobalt’s Financial performance and continuously refine Pricing Strategy to drive improved Profitability over time.
• Lead weekly Deal Desk meetings to ensure optimal solution design and profitability for each new opportunity.
• Design and maintain Cobalt’s long-term Sales Operations strategy.
• Facilitate conversations around long-term client development, including product/revenue expansion via targeted upsells.
• Lead development and execution of Sales Training and Enablement materials for new product initiatives.
• Partner with leaders to optimize Sales Team structure and compensation.
• Act as the primary System Administrator of Cobalt’s CRM.
• Lead new user training and promote adoption of CRM technologies.
• Identify opportunities to enhance the CRM and ensure complete and accurate data entry by the Sales Organization.
• Evaluate, implement, and maintain technology solutions that support quoting and process improvement.
• Develop and maintain sales dashboards for executive visibility into pipeline, conversion, sales cycle, onboarding timelines, and retention.
• Provide data-driven recommendations to improve revenue generation and optimize solution design.
• Own and continuously optimize Sales forecasts to inform investment and budgetary decisions.
• Partner with Executive Leadership to identify and execute opportunities for margin expansion.
• Liaise with the FP&A function to design, develop and inform KPIs to provide insight into Cobalt’s financial performance.
• Oversee the end-to-end sales contract process, including drafting, review, approval, and repository management.
• Maintain and update contract templates.
• Lead technology evaluation and adoption to improve CLM across Cobalt.
• Ensure timely contract renewals, amendment tracking, and compliance with regulatory and organizational standards.
• Partner with Implementation and Account Management partners to optimize the operational handoff from sales to implementation, ensuring a smooth transition of new accounts into onboarding.
• Collaborate with Implementation and Account Management partners to define and maintain SLAs and workflows.
• In collaboration with the Customer Experience team, identify and resolve bottlenecks that delay go-live or disrupt alignment with the organization's broader customer experience strategy.

Director, Sales Operations

• Join our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions.
• Play a critical part in enabling effective sales execution and helping deliver customized, self-funded insurance solutions to clients and members.
• Oversee Sales Operations, Pricing Strategy, Technology (CRM, RFP & Contract Management tools), Financial Analytics & Contract Management.
• Focus on optimizing the end-to-end client experience as it relates to the sales process and transition from Implementation to Account Management.