Client Care Specialist III – Group Sales
3 hours ago
Alberta Blue Cross is an Alberta based organization dedicated to delivering exceptional customer experience and community leadership. We're committed to providing the best health coverage to over 1.8 million members and take an active role in promoting wellness. We believe in what we do—and place trust in our employees to deliver our vision.
Working at Alberta Blue Cross means having a career where you'll be recognized for your contributions. We value diversity, encourage our team members to maintain a healthy work-life balance and provide opportunities for career growth.
OVERVIEW:
The Client Care Specialist III is essential to the success of our department, serving as a key driver in achieving group sales goals in our large client account space (300 to 999 employees). This role is crucial in delivering an exceptional customer experience that is not only responsive and positive but also aligned with the esteemed reputation our brand has built. The customer experience we deliver to our plan sponsors and plan members is second to none, and the expectation of the Client Care Specialist III is to build, strengthen and sustain relationships with large group customers and their advisors. Support of the Large Account Executive in pursuing these opportunities further enhances our service quality and solidifies our commitment to building lasting partnerships within the market.
WHAT YOU WILL DO:
Account executive support
Spearhead Requests for Proposals (RFPs) ensuring compliance to specifications, liaise with all parties, ensure information provided is current and accurate.
Manage requests for plan revisions and cancellations in collaboration with the assigned Large Account Executive (AE) ensuring internal and external follow-up.
Collaborate with the AE, Renewal Specialists and our internal underwriting team to facilitate policy renewal supports.
Lead and document the end-to-end enrollment process, acting as the primary liaison between clients, advisors, and internal stakeholders.
Partner with AEs on finalist presentations for prospective groups, supporting both in-person and virtual delivery.
Client and advisor engagement
Foster and develop strong relationships with assigned client and advisor teams.
Drive annual account reviews with our strategic large account clients with a focus on trusted partner support in delivering relevant and modern benefit plans.
Deliver scheduled service to assigned accounts through phone, email, in-person, and online meetings.
Lead training sessions for Plan Administrators and Members on best practices and ongoing plan management.
Conduct demos and presentations for advisors and group clients to showcase plan features, tools, and best practices.
Coordinate with internal teams to ensure accurate and timely responses to client inquiries.
Compliance & Quality Assurance
Ensure all activities comply with company policies, regulatory requirements, and service standards.
Maintain accurate records and documentation for audits and internal reviews.
Serve as mentor and support for evolving client care roles.
WHAT YOU WILL HAVE:
Extensive group benefits-related experience that includes all facets of Extended Health, Dental, Disability and Life, and Wellness benefit plan solutions.
Strong interpersonal skills that allow you to easily liaise with plan sponsors, consultants, advisors, underwriters, and teams within Alberta Blue Cross.
High attention to detail and mastery of the art of organization.
Professionalism and excellence in client and advisor engagement.
Adaptability to the shifting benefits landscapes and the multitude of priorities, new technologies, and evolving client needs.
Presentation expertise in delivering impactful demos and finalist presentations that showcase value and drive engagement.
Strong problem-solving skills to resolve complex service challenges while maintaining client and advisor confidence.
Flexibility to adapt to change and handle shifting priorities with ease.
Motivation to achieve goals, meet deadlines, and deliver high-quality work.
A continuous desire to learn and grow your knowledge and skill set through a combination of collaborative feedback and industry educational courses.
This position will remain open until a suitable candidate is selected.
Alberta Blue Cross is an inclusive employer committed to a workplace that reflects the diversity of the communities we serve. We empower and are advocates for our team members by welcoming, respecting and valuing their unique perspectives, backgrounds, and experiences.
We offer the opportunity to work in an innovative, high-energy team-focused environment. If you have the qualifications we are looking for, apply online
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