Account Executive

Job not on LinkedIn

🕒 May 19

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

WebsiteLinkedInAll Job Openings

51 - 200 employees

Who We Are:

📋 Description

• 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

• 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.