Customer Success Manager – Group Sales

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 and reporting to the Team Manager of Customer Success, this position supports the Group Sales business through administrative, operational, and customer support activities that contribute to a positive advisor and client experience. The role works closely with account executives, advisors, underwriting teams, and internal business partners to prepare proposals, maintain accurate records, process enrolments, support book of business changes, and ensure new business opportunities and advisor and client administration are completed accurately, efficiently, and within business systems.

WHAT YOU WILL DO:

New Business Administration & Proposal Support

• Enter and maintain quote information within quoting systems and other business applications.

• Prepare, assemble, and distribute proposal documents and supporting sales materials.

• Review submissions for completeness and identify missing information or requirements.

• Support account executives with administrative activities related to prospective and new business opportunities.

• Ensure information is accurately transferred between systems and documentation.

Advisor & Book of Business Administration

• Process advisor changes and maintain advisor records.

• Complete book of business updates and ownership changes.

• Maintain accurate client, advisor, and policy information across applicable systems.

• Support internal stakeholders with information requests and updates.

Enrolment & Transaction Processing

• Process enrolments and related administrative transactions.

• Verify information accuracy and completeness prior to processing.

• Monitor transactions and resolve discrepancies through collaboration with internal partners.

• Ensure work is completed within established service standards and quality expectations.

Stakeholder Support & Collaboration

• Build positive working relationships with account executives, advisors, brokers, underwriting teams, and internal business partners.

• Respond to inquiries and provide administrative support related to new business and in-force activities.

• Communicate effectively with stakeholders regarding outstanding requirements and processing status.

• Contribute to a consistent and professional advisor experience.

Operational Excellence & Continuous Improvement

• Maintain a high level of accuracy and attention to detail.

• Identify opportunities to improve workflows, reduce errors, and enhance efficiency.

• Participate in process improvement initiatives and special projects.

• Support operational controls, documentation standards, and compliance requirements.

• Contribute to a collaborative team environment focused on service excellence and continuous learning.

WHAT

YOU WILL HAVE:

• Post-secondary education such as diploma or Bachelors in Business Administration, Commerce, Marketing, Communications, or a related field would be considered an asset.

• Prior completion of Life (LLQP), accident & sickness insurance licensing is considered an asset.

• Minimum 2 years of experience in administration, customer service, sales support, insurance operations, or a related environment in a client-facing role.

• Strong understanding of administrative processes and attention to detail.

• Proficiency in Microsoft Office applications and the ability to navigate multiple systems simultaneously.

• Strong organizational and time management skills with the ability to manage competing priorities.

• Excellent written and verbal communication skills.

• Demonstrated problem-solving ability and sound judgment.

• Commitment to continuous learning and professional development. GBA, CEBS, or other industry-related…