Sr Client Service Advisor at BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

23 May, 26

Salary

117917.0

Posted On

22 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Client Satisfaction, Customer Support Operations, Key Account Management, Sales Support, Issue Resolution, Reporting, RFP Management, Data Accuracy, SFDC Management, Cross-Functional Collaboration, Underwriting Liaison, Marketing Liaison, Operations Liaison

Industry

Insurance

Description

Job Description The Sr. Client Service Advisor supports Sales, Account Management, and Leadership by managing new business, renewals, reporting, RFPs, and issue resolution. This role enhances sales capacity, improves data accuracy, and strengthens collaboration across Dental, Vision, and Ancillary lines of business. Acting as a liaison among Sales, Underwriting, Medical Support, Marketing, and Operations, the Advisor ensures accurate, timely, and compliant execution of activities that drive growth and retention. What You'll Do RFP Management & New Business Support (New Business and Renewal) Assists with large and complex RFP requests, including monitoring, tracking, and managing related reporting for Dental, Vision, and Ancillary. Scrubs census files and data, identifying missing information and requesting clarification prior to releasing RFPs. Manages RFP logging and opportunity creation in SFDC, including cross-sale entries. Renewal Support & Reporting Partners with medical internal teams to obtain product/client specific disruption, carryover, geo-access, and other required NB/Renewal reporting. Analysis and delivery of opportunity reports to support AMs and AEs with planning and prioritization including case level, external agencies, and partner carrier analysis. Monthly renewal support as requests by AMs, including internal and external partners Maintains the monthly carrier renewal spreadsheets along with retrieval of carrier partner renewals for shared book of business. Issue Resolution & Client Experience Manages high-level escalated issues related to benefits, products, and claims—case-specific—ensuring timely resolution and communication. Provides direct support on complex case-level activities to enhance client satisfaction and retention. Operational Accuracy & System Management Reviews / approval of Dental Custom Group Summaries (CGS) Entry of approved Ancillary Credits into SFDC per leadership direction. Handles DBS (direct business submission) tasks to move business into internal billing system and requests required information on behalf of AMs and Leaders. Ensures data accuracy and compliance across SFDC entries and opportunity workflows working closely with operations team. Cross-Functional Collaboration Works with Healthcare and National Accounts teams to secure quarterly reporting for group reviews Serves as liaison with ancillary operations team for Marketing-Group Refresh activities. Represents sales/account management for input on project work including Blue Quote code releases and other leadership-driven initiatives. Attends enrollment meetings with a focus on Dental, Vision, and Ancillary to ensure smooth execution. Additional support with leadership as needed What You Bring Bachelor's degree or advanced degree (where required) 5+ years of experience in related field In lieu of degree, 7+ years of experience in related field Must be able to obtain a North Carolina Health and Life Insurance license within the 60 days of employment in this position. Must possess and maintain a valid driver’s license. Bonus Points Strategic thinker Proven client facing experience Collaborative, team‑oriented mindset, with the ability to work effectively across multiple functional areas and stakeholder groups. Effective written and verbal communication skills, with the ability to convey and present information clearly to diverse audiences. What You’ll Get The opportunity to work at the cutting edge of health care delivery with a team that’s deeply invested in the community Work-life balance, flexibility, and the autonomy to do great work Medical, dental, and vision coverage along with numerous health and wellness programs Parental leave and support plus adoption and surrogacy assistance Career development programs and tuition reimbursement for continued education 401k match including an annual company contribution Learn more Salary Range At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs. Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus*, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs. *Based on annual corporate goal achievement and individual performance. $73,698.00 - $117,917.00 Skills Client Management, Client Satisfaction, Customer Support Operations, Key Account Management, Managing Sales Teams, Post-Sales Support, Sales, Sales Activities, Sales Support, Value-Added Services (VAS) _____________________________________________________________________ JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on https://bcbsnc.wd5.myworkdayjobs.com/en-US/BCBSNC. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: HR.Staffing@BCBSNC.com. About Us It's an exciting time to work at Blue Cross and Blue Shield of North Carolina (Blue Cross NC). Health care is changing, and we're leading the way. We offer more than health insurance our customers can count on. We’re committed to better health and better health care − in our communities and beyond. Our employees bring energy and creativity to the workplace, and it shows in our innovative approach to improving the health and well-being of North Carolinians. Blue Cross NC is a fully taxed, not-for-profit company headquartered in Durham, North Carolina. We serve more than 4.3 million members, and we employ more than 5,000 people across the country who are passionate about making health care better for all. Help us lead the charge for better health care by joining our award-winning team. Discover tremendous opportunities with us to do challenging and rewarding work. Opportunities that can lead you to a fulfilling career, work that can help others lead healthier, happier lives. Authorization to Work in the United States We use E-verify to confirm authorization to work in the United States. To learn more about E-Verify, including your rights and responsibilities, please visit E-Verify Overview for English or Visión General de E-Verify for Español. Request Accommodations Blue Cross NC provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application or hiring process, please notify HR at HR.Staffing@bcbsnc.com. For most roles, you can choose where to work - fully remote in one of the states listed below, in the office, or a hybrid of the two: Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin, and Wyoming

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Responsibilities

The Senior Client Service Advisor supports Sales, Account Management, and Leadership by managing new business, renewals, reporting, RFPs, and issue resolution across Dental, Vision, and Ancillary lines of business. This role acts as a liaison to ensure accurate, timely, and compliant execution of activities that drive growth and retention.