NC Health Affiliates LLC DBA Blue Cross NC is looking for a Sr Client Service Advisor to strengthen our sales capacity and client partnerships. In this role, you will act as a critical liaison among Sales, Underwriting, Medical Support, Marketing, and Operations, ensuring data accuracy and smooth execution for our Dental, Vision, and Ancillary lines of business.
What You'll Do
- Assist with large and complex RFP requests, including monitoring, tracking, and managing related reporting.
- Scrub census files and data, identifying missing information and requesting clarification prior to releasing RFPs.
- Manage RFP logging and opportunity creation in SFDC, including cross-sale entries.
- Partner with internal medical teams to obtain product-specific disruption, carryover, and other required reports for new business and renewals.
- Analyze and deliver opportunity reports to support Account Managers and Account Executives with planning.
- Provide monthly renewal support, maintaining carrier renewal spreadsheets and retrieving partner renewals for a shared book of business.
- Manage high-level escalated issues related to benefits, products, and claims to ensure timely resolution and communication.
- Provide direct support on complex case-level activities to enhance client satisfaction and retention.
- Review and approve Dental Custom Group Summaries (CGS).
- Enter approved Ancillary Credits into SFDC per leadership direction.
- Handle direct business submission (DBS) tasks to move business into the internal billing system.
- Ensure data accuracy and compliance across SFDC entries and opportunity workflows.
- Work with Healthcare and National Accounts teams to secure quarterly reporting for group reviews.
- Serve as liaison with ancillary operations for Marketing-Group Refresh activities.
- Represent sales and account management for input on project work, including Blue Quote code releases.
- Attend enrollment meetings with a focus on Dental, Vision, and Ancillary to ensure smooth execution.
What We're Looking For
- Bachelor's degree or advanced degree (where required).
- 5+ years of experience in a related field.
- In lieu of a degree, 7+ years of experience in a related field.
- Must be able to obtain a North Carolina Health and Life Insurance license within 60 days of employment.
- Must possess and maintain a valid driver’s license.
Nice to Have
- 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 information clearly to diverse audiences.
Technical Stack
- SFDC
Team & Environment
You will act as a liaison among Sales, Underwriting, Medical Support, Marketing, and Operations.
Benefits & Compensation
- Compensation: $73,698 - $117,917
- 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.
Company Culture
The opportunity to work at the cutting edge of health care delivery with a team that’s deeply invested in the community.
We are an equal opportunity employer.
