Customer Success Manager – Group Sales Edmonton
Top Benefits
About the role
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: Working in a flexible work style arrangement, reporting to the Manager of Group Sales Operations & Customer Success, the position focuses on strengthening client and advisor relationships across the Group Sales business. This role focuses on supporting new business acquisition, upselling, cross-selling, renewals, and retaining group clients for an existing book of health benefit plans of small to midsized employer groups in the Edmonton and surrounding area. The Customer Success Manager also supports in the renewal process and actively participates in advisor and client meetings to enhance engagement.
WHAT YOU WILL DO:
- 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.
WHAT YOU WILL HAVE:
- Post-secondary education such as diploma or Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
- Must be a continuous learner with a desire to get better by enrolling in continuing educational courses, i.e. CEBS, industry related conferences, seminars as required.
- 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.
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 at careers.ab.bluecross.ca
About Saskatchewan Blue Cross
About
Saskatchewan Blue Cross is a locally based business and not-for-profit organization. For nearly 80 years we have remained committed to delivering exceptional health and wellness benefits, travel insurance and life insurance solutions to Saskatchewan residents and employers. We offer more than a rewarding career. Taking care of Saskatchewan begins with taking care of our team and we are proud to be recognized as one of Saskatchewan’s Top Employers since 2017. At Saskatchewan Blue Cross, the future is full of potential; and you could be a part of it!
Why Join Us
Joining our team means being part of an organization where employees are valued, recognized for their contributions and empowered to make us stronger.
Diversity, Equity and Inclusion
Our environment is one where everyone is welcomed, respected, involved and connected. We’re committed to generating and sustaining a workplace where the richness of ideas, backgrounds and perspectives are embraced and cultivated to create business value.
We know when employee needs are taken care of, they can focus on what they do best – supporting our members, our communities, and improving the health and wellness of Saskatchewan residents.
Perks and Benefits
We’re proud to offer an extensive total rewards package that keeps our employees happy and healthy: •Comprehensive health, wellness and income protection benefits plans •Modern offices, including a rooftop patio in Saskatoon and a free on-site fitness facility in both our Saskatoon and Regina locations •Wellness benefits to support a healthy lifestyle •Social events, wellness activities and volunteer opportunities •Total rewards package including competitive compensation •Support for professional development including the opportunity for tuition subsidies •Generous vacation and other benefits that support work-life balance •Retirement savings plan with company-matched contributions
Customer Success Manager – Group Sales Edmonton
Top Benefits
About the role
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: Working in a flexible work style arrangement, reporting to the Manager of Group Sales Operations & Customer Success, the position focuses on strengthening client and advisor relationships across the Group Sales business. This role focuses on supporting new business acquisition, upselling, cross-selling, renewals, and retaining group clients for an existing book of health benefit plans of small to midsized employer groups in the Edmonton and surrounding area. The Customer Success Manager also supports in the renewal process and actively participates in advisor and client meetings to enhance engagement.
WHAT YOU WILL DO:
- 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.
WHAT YOU WILL HAVE:
- Post-secondary education such as diploma or Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
- Must be a continuous learner with a desire to get better by enrolling in continuing educational courses, i.e. CEBS, industry related conferences, seminars as required.
- 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.
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 at careers.ab.bluecross.ca
About Saskatchewan Blue Cross
About
Saskatchewan Blue Cross is a locally based business and not-for-profit organization. For nearly 80 years we have remained committed to delivering exceptional health and wellness benefits, travel insurance and life insurance solutions to Saskatchewan residents and employers. We offer more than a rewarding career. Taking care of Saskatchewan begins with taking care of our team and we are proud to be recognized as one of Saskatchewan’s Top Employers since 2017. At Saskatchewan Blue Cross, the future is full of potential; and you could be a part of it!
Why Join Us
Joining our team means being part of an organization where employees are valued, recognized for their contributions and empowered to make us stronger.
Diversity, Equity and Inclusion
Our environment is one where everyone is welcomed, respected, involved and connected. We’re committed to generating and sustaining a workplace where the richness of ideas, backgrounds and perspectives are embraced and cultivated to create business value.
We know when employee needs are taken care of, they can focus on what they do best – supporting our members, our communities, and improving the health and wellness of Saskatchewan residents.
Perks and Benefits
We’re proud to offer an extensive total rewards package that keeps our employees happy and healthy: •Comprehensive health, wellness and income protection benefits plans •Modern offices, including a rooftop patio in Saskatoon and a free on-site fitness facility in both our Saskatoon and Regina locations •Wellness benefits to support a healthy lifestyle •Social events, wellness activities and volunteer opportunities •Total rewards package including competitive compensation •Support for professional development including the opportunity for tuition subsidies •Generous vacation and other benefits that support work-life balance •Retirement savings plan with company-matched contributions