Account Executive

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

Senior Account Executive at Cobalt Benefits Group managing key client portfolios and driving retention. Responsible for relationship management, performance reporting, and business growth strategies.

Posted 5/19/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

At least 3-5 years of experience in account management or client services within the healthcare, insurance, or employee benefits industry.
Proven ability to manage large, complex client relationships and navigate renewal processes.
Strong presentation and communication skills, with comfort presenting to senior client and broker audiences.
Analytical mindset with the ability to interpret claims data and identify actionable insights.
Proficiency in CRM systems (e.g., Salesforce) and Microsoft Office Suite.
Licensed Health Insurance Producer (preferred but not required).
Willingness to travel for client and broker meetings.

Benefits

Comp & perks

Website
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51 - 200 employees
Who We Are:

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Hard Skills & Tools

account managementclient servicesdata analysisperformance reportingrenewal processesupsellingstrategic recommendationsworkflow optimizationclaims data interpretation

Soft Skills

relationship buildingcommunication skillspresentation skillsanalytical mindsetproblem-solvingcollaborationclient satisfaction focusstrategic thinking

Certifications

Licensed Health Insurance Producer