Alberta Blue Cross

Client Services Representative

• Foster and maintain strong, professional relationships with advisors and plan administrators.
• Build trust and credibility by ensuring timely and accurate resolution of inquiries to minimize complaints and reduce plan cancellations.
• Deliver responsive and high-quality service to assigned accounts via phone, email, in-person meetings, and virtual platforms.
• Respond promptly and accurately to inquiries from plan administrators, advisors, and members.
• Manage requests for plan revisions, terminations, and cancellations in collaboration with Account Executives (AEs) and Client Success Managers (CSMs).
• Lead and document the end-to-end enrollment process, acting as the primary liaison between clients, advisors, and internal stakeholders.
• Coordinate internal documentation and handle non-pricing and related administrative requests.
• Provide support for training sessions for plan administrators and members on best practices and ongoing plan management when requested.
• Assist in maintain training materials and resources to support client education.
• Ensure all activities comply with company policies, regulatory requirements, and service standards.
• Maintain accurate records and documentation for audits and internal reviews.

Client Care Specialist I – Group Sales

Customer Support

• respond to telephone inquiries from members
• educate customers on Blue Cross plans and programs
• follow up on customer requests
• suggest improvements for workflows and processes
• log all calls for statistical purposes

Customer Service Specialist

Account Executive

• Actively solicit new business opportunities
• Complete and present proposals and quotations to prospective groups and advisors
• Maintain an existing group account service file
• Develop and strengthen relationships with group clients and advisors

Account Executive – Group Sales

Customer Success Manager

• Lead, coach, and mentor a team of Customer Success Managers
• Oversee proposal development, renewal strategies, upselling initiatives
• Collaborate cross-functionally with various departments
• Analyze market trends and client data to identify growth opportunities

Client Care Specialist I – Group Sales

Customer Service Specialist

Account Executive – Group Sales

Team Manager, Customer Success – Group Sales