Customer Success Manager at HUB24 responsible for driving customer outcomes and implementing best practices with myprosperity portal. Collaboration with clients to achieve business goals for retention and growth.
About the role
- 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.
Benefits
- Flexible work style arrangement
- Opportunities for career growth
- Recognition for contributions
- Diversity and inclusion practices
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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