Account Executive, National Accounts
About This Role
Cobalt Benefits Group is seeking a seasoned National Accounts Account Executive to serve as the strategic lead for our largest clients (1000+ covered lives). This executive-facing role demands the ability to build trusted partnerships at the C-suite level, deliver proactive consultative insights, and guide clients through complex benefit and operational strategies. The Account Executive works closely with the National Accounts - Account Manager, brokers, and internal leaders to ensure seamless service delivery while driving client retention, growth, and satisfaction.
Responsibilities
- Act as the primary executive-facing contact for national account clients and their brokers.
- Build and maintain trusted relationships with senior HR, finance, and benefits leaders.
- Lead quarterly and/or annual plan performance meetings (determined per client), presenting plan performance metrics, claim trends, and strategic recommendations.
- Represent Cobalt at executive-level client meetings, industry conferences, and client-sponsored events, as needed.
- Provide proactive insights on emerging industry trends, compliance updates, and healthcare cost drivers.
- Partner with clients to evaluate benefit plan performance, identify opportunities for cost savings and employee health improvements.
- Collaborate with Sales and Underwriting to drive renewals, upsell opportunities, and overall revenue growth.
- Partner with the National Accounts Account Manager to ensure seamless day-to-day service execution.
- Monitor and oversee escalations, ensuring complex client issues are resolved quickly and with transparency.
- Serve as the executive escalation point for high-visibility issues impacting client satisfaction.
- Partner with the Health Plan Performance/Analytics Consulting team to deliver customized data reporting.
- Translate analytics into executive-level insights and communicate actionable recommendations.
- Ensure clients are prepared with data-driven strategies for renewal and performance planning.
- Drive accountability across internal stakeholders to ensure National Account standards are met (e.g., Day One Ready implementations, service SLAs).
- Participate in the National Accounts Leadership Council to ensure continuous improvement in client experience.
- Contribute to the development of best practices that differentiate National Accounts from the Core business.