Sr Client Service Advisor

Blue Cross and Blue Shield of North Carolina

3d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level