Customer Success Manager at Alberta Blue Cross focusing on client relationships and group sales strategies. Engaging with clients and advisors to drive customer satisfaction and retention.
Responsibilities
Manage small to midsized group accounts, focusing on modernizing existing plans and updating contractual provisions
Collaborate with Account Executives (AEs) to assess client needs, generate and present add-on sales proposals, plan revisions, and solutions
Support renewal processes, including preparing proposals, negotiating discounts within established guidelines, and ensuring smooth client experiences
Actively contribute to team revenue expansion and retention goals through upselling and cross-selling strategies
Analyze client data to identify sales and retention opportunities, providing proactive recommendations based on claims data and client feedback
Engage with advisors, brokers, and internal stakeholders to resolve escalated client concerns and improve customer satisfaction
Recommend process enhancements and workflow improvements to increase efficiency and enhance the overall client experience.
Requirements
Post-secondary education such as diploma or Bachelor’s degree in Business Administration, Marketing, Communications, or a related field
Minimum 2 years of equivalent experience in sales, customer relationship management, insurance, financial services, or related field
Previous experience in group benefits, insurance, or financial services is preferred
Preference will be given to those candidates that possess Life, accident & sickness insurance licensing
Proven ability to manage client relationships, analyze data, and drive customer retention and growth
Proficiency in CRM software (e.g., Salesforce, Microsoft Dynamics) and data analytics tools
Strong aptitude for sales processes, decision-making abilities, and excellent communication skills
Self-motivated with the ability to work independently and collaboratively within a team environment
Strong interpersonal skills with the capability to engage effectively with internal and external stakeholders.
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