Customer Success Manager – Group Sales Calgary

Alberta Blue Cross; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

Alberta Blue Cross seeks a Customer Success Manager in Calgary to manage group accounts and enhance client engagement. The role focuses on supporting new business acquisition and client retention within health benefit plans, ideal for candidates with a background in sales or insurance. Join a diverse and innovative team committed to exceptional customer service and community leadership.

Qualifications

• Minimum 2 years experience in sales or customer relationship management.
• Preference for candidates with Life, accident & sickness insurance licensing.
• Continuous learner with a desire for further education.

Responsibilities

• Manage small to midsized group accounts and modernize existing plans.
• Collaborate with Account Executives to assess client needs and propose solutions.
• Support renewal processes and contribute to revenue expansion through upselling.

Skills

Sales processes

Customer relationship management

Data analysis

Communication

Interpersonal skills

Education

Post-secondary education in Business Administration, Marketing, or Communications

Tools

CRM software (e.g., Salesforce, Microsoft Dynamics)

Job description

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.

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 Calgary 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