Account Manager, Client Services

Cobalt Benefits Group - Exeter, NH

Full-time - Mid Level

Exeter, NH

101-250 employees

About the position

As an Account Manager in Client Services at Cobalt Benefits Group, you will play a crucial role in providing customized, self-funded insurance solutions to clients. This position involves building and maintaining strong relationships with client groups, ensuring their needs are met, and delivering timely solutions. You will act as the main point of contact for day-to-day activities, collaborating with internal teams to enhance service delivery and client satisfaction.

Responsibilities

• Act as an internal client liaison to manage all aspects of onboarding and implementing in a communicative and diligent fashion.
• Build sustainable relationships and trust with our existing client base by answering inquiries while setting, managing, and exceeding expectations.
• Use discretion and independent judgment to manage projects associated with implementing new client groups.
• Provide the best possible service and recommendations in relation to CBG products.
• Escalate client concerns and utilize core internal resources and systems for grievances and appeals.
• Contribute to the performance of the service delivery on your team and report progress daily.
• Collaborate cross departmentally with internal resources to assist in the development and design of client presentations.
• Prioritize daily tasks effectively.

Requirements

• Bachelor's degree in a relevant field or an Associate's degree with two years of equivalent related experience in business.
• 1-3 years of experience in the health benefit/insurance space.
• Proven track record of managing client relationships, achieving customer satisfaction, and retaining clients.
• Exceptional communication and interpersonal skills.
• Ability to work independently and across team settings.
• Intermediate level of knowledge in Microsoft Office Suite.
• Capable of managing multiple accounts and projects simultaneously, while maintaining attention to detail and working with a high degree of accuracy.

Nice-to-haves

• Third-Party Administration (TPA) knowledge is a benefit.

Benefits

• Health savings account
• AD&D insurance
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• Flexible spending account
• Vision insurance
• 401(k) Retirement Plan with up to a 6% employer-match
• Generous paid vacation and sick time
• Company paid Basic Life and AD&D
• Company paid Short-Term and Long-Term Disability
• Twice annual employer HSA contribution, covering 50% of the plan's annual deductible
• Lots of fun company events