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Job Summary
The Senior Financial Manager - Client Account Operations is responsible for managing and enhancing the financial operations associated with client accounts. Reporting to the Senior Director of Finance, this role leads monthly financial processes, oversees reporting accuracy, drives operational improvements, and provides leadership for a client-focused financial operations team. This individual ensures the effective execution of monthly financial deliverables and serves as a key liaison between internal departments and external client partners.
Key Responsibilities
• Oversee and monitor all aspects of monthly financial operations related to client accounts.
• Ensure the accurate and timely processing of client financial transactions, reconciliations, and reports.
• Serve as the primary point of contact for client-facing financial matters, offering responsive, high-quality service.
• Develop and implement policies and procedures to improve efficiency and standardization across financial account operations.
• Deliver monthly reporting packages and analytics to brokers, clients, carriers, and internal leadership.
• Collaborate with internal departments to resolve client account issues and drive operational solutions.
• Train, and mentor financial operations team members to support account-related responsibilities.
• Conduct annual performance reviews and support staff development in alignment with organizational goals.
• Contribute to company-wide projects, providing insight and representation from the finance team.
Compensation details: 0 Yearly Salary
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Read LessJoin our team at Cobalt Benefits Group and start an exciting new career in employee benefits solutions. As a Benefits Enrollment Representative, you’ll play an important role in helping us offer customized, self-funded insurance options to our clients and members.
The Benefits Enrollment Representative will be responsible for assisting with new group implementation from beginning to end, including group set-up, enrollment, and auditing. The Representative will work closely with internal customers with a wide range of enrolment-related inquiries. A successful Representative is a self-motivated multi-tasker, with superior written and verbal communication skills, who works well individually and as an integral part of a team in a fast-paced, high-volume environment. The position requires excellent client relations skills, a high level of accuracy, and the desire to work cooperatively with others to ensure superior service to our participants.
Responsibilities:
Work Environment & Physical Demands
Benefits:
After successfully completing a waiting period, eligible Full-time employees have access to our comprehensive benefits package, including:
Who We are:
As a trusted third-party administrator (TPA) specializing in self-funded benefit plans, Cobalt Benefits Group (CBG) is committed to helping employers find high-quality coverage at a cost they can afford. We administer self-funded insurance benefits through our three companies: EBPA, Blue Benefit Administrators of Massachusetts, and CBA Blue.
With over 30 years of experience and a dedicated team of more than 200 employees, we work collaboratively to build customized self-funded health plans, manage claim payments and disputes, and administer other specialized programs such as FSAs, HSAs, COBRA, and retiree billing. Join us as we match employers across our region with the right solutions for their employee benefit needs. To learn more about working at CBG, visit https://www.cobaltbenefitsgroup.com/careers/.
Benefit Waiting Period Notes:
*60 day waiting period
**90 day waiting period
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