Senior Account Advisor

bcbsmn; Eagan (MN); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Blue Cross and Blue Shield of Minnesota is seeking an Account Advisor to retain clients through exceptional service and administration. You will act as the main liaison for fully insured and self-funded plans, brokers, and consultants, resolving issues and maintaining strong relationships.

You will coordinate renewals, client projects, and communications, delivering strategic solutions and presenting client-facing materials while guiding internal teams and stakeholders.

Qualifications

• 5+ years of related sales professional experience.
• Bachelor's degree; in lieu of a degree, an additional two years of relevant experience may be accepted.
• Overnight travel as required

Responsibilities

• Serve as the primary account contact for fully insured and self-funded health plan clients, brokers, and consultants, ensuring excellent service, resolving issues, and maintaining strong client relationships.
• Coordinate renewals, client projects, communications, reporting, and internal resources to support ongoing account management.
• Develop and present client-facing materials, enrollment meetings, wellness initiatives, and required plan documentation.
• Prepare accurate legal documents and execute the signature process for documents such as Summary of Benefits and Summary Plan Descriptions.
• Resolve escalated service issues with internal staff and stakeholders.
• Analyze and deliver client reporting and design complex reporting solutions.
• Mentor new Account Advisors.

Skills

CRM tools

Microsoft 365

Communication

Analytical thinking

Time management

Education

Bachelor's degree

Tools

Salesforce

Quoting tools

Enrollment workflows

Job description

About Blue Cross and Blue Shield of MinnesotaAt Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who share our vision of transforming healthcare. As a Blue Cross associate, you are joining a culture that is built on values of succeeding together, finding a better way, and doing the right thing. If you are ready to make a difference, join us.

The Impact You'll Have

This position is responsible for retaining clients through service and administration excellence. This position achieves results by having relationships with clients and agents/brokers acting as an advocated within Blue Cross. It collaborates and supports the Account Manager, and other external stakeholders, (Clients, Agents, Consultants and Brokers) to actively grow and retain existing business. This position is responsible for preparing and delivering client/member facing content and is a subject matter expert that provides solutions to brokers and clients in addition to training and mentoring to internal staff. For designated accounts this position provides proactive service directly and timely resolution of service/operational issues by coordinating with operational personnel. It works with Account Managers to ensure Blue Cross maintains and grows its market position and provides onsite client services as required.

What You'll Do

Serve as the primary account contact for fully insured and self-funded health plan clients, brokers, and consultants, ensuring excellent service, resolving issues, and maintaining strong client relationships.

Coordinate renewals, client projects, communications, reporting, and internal resources to support ongoing account management and deliver strategic solutions for customers.

Develop and present client-facing materials, educational events, enrollment meetings, wellness initiatives, and required plan documentation while providing guidance and support to clients and team members.

How You'll Do It

• Build external relationships and serve as the primary contact point for day-to-day service delivery with assigned fully funded and self-funded customers and stakeholders (agents, clients, brokers and consultants) to increase and maintain our market share.
• Maintain relationships internally to represent client and coordinate with other functions to implement, complete projects, coordinate fully insured and self-insured renewals, update salesforce and address service needs.
• Develop client/broker informational presentations and conduct educational engagement events such as member enrollment meetings, health fairs and wellness events, etc.
• Create accurate member communications and materials including client collateral mailings, welcome packets, resource guides, specific member mailings, open enrollment meetings, health fairs, etc.
• Prepare accurate legal documents and executes the signature process for documents such as, Summary of Benefits, Summary Plan Descriptions, executing service agreements, exhibits, etc.
• Resolve escalated service issues including interactions with internal Blue Cross operations staff and others as needed.
• Analyze and deliver client reporting, including design of complex reporting solutions, analytical guidance to clients and co-workers, etc.
• Collaborates with various business units in strategic planning and enhancement recommendations for the overall operational processes and tools.
• Mentor new Account Advisors.
• Perform additional responsibilities consistent with the scope and level of the role, as assigned.

Required Skills & Experience

• 5+ years of related sales professional experience.
• Bachelor's degree; in lieu of a degree, an additional two years of relevant experience beyond the qualifications listed above may be accepted.
• Overnight travel as required

Preferred Skills & Experience

• Communicate complex topics clearly and concisely, actively listen to anticipate stakeholder needs, and align others to drive informed decisions.
• Analyze complex information, evaluate options, and work cross-functionally to drive resolution and prevent recurrence.
• Effectively organize work, balance competing priorities, and manage time across complex assignments and competing deadlines.
• Produce accurate proposals, rate sheets, and internal documentation.
• Experience supporting a sales team in healthcare or insurance.
• Knowledge of quoting tools or enrollment workflows.
• Proficiency with CRM tools and Microsoft 365.

Licensure/Certifications

Required Certificate - Producer License in the lines of Health/Accident - State Insurance Licensing Board

Role Designation

Hybrid

Role designation definition:

Teleworking is working full time remote.

Hybrid is a minimum of 2 days onsite.

Onsite is full-time onsite.

Anchored in Connection

Our hybrid approach is designed to balance flexibility with meaningful in-person connection and collaboration. We come together in the office two days each week - most