Salary Range : $63,700 - $95,500 Annual

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills, and location. This position is sales incentive eligible.

Optavise, a CNO Financial Group Company, is hiring an Account Management Associate to manage relationships for a large portfolio of small market Optavise Clients. The Associate will operate as the day-to-day contact for the client’s decision makers or primary broker contacts. In this capacity the Associate will advocate on the client’s behalf and ensure that the client remains successful with their Optavise solution(s). The Associate will be the primary liaison between the client and Optavise Sales and Delivery resources. Key measures of success will be client revenue retention, client revenue add through upsell/cross-sell, engagement with the solution by the client’s members and adherence to best practices, and the ability to create client references.

This is an opportunity for you to build, trusting customer relationships with a portfolio of clients.

As an Account Management Associate your responsibilities will include: * *

• Serve as a trusted advisor across client stakeholders and leadership.

• Understand clients’ objectives and ensure relevant delivery resources are aligned.

• Identify, initiate and/or close new upsell/cross-sell opportunities to align with clients’ objectives and drive revenue expansion.

• Facilitate communication initiatives to meet client engagement and utilization goals.

• Track that clients’ key objectives are being met.

• Engage clients with reporting resources to provide data, ensuring client engagement with Optavise value.

• Play a key role internally to confirm the Product Development, Implementation, and Sales teams are kept apprised of any news or developments that warrant their involvement.

• Implement client retention strategies to minimize loss: address risks swiftly and communicate effectively with sales and leadership appropriately for involvement/mitigation.

• Lead contract renewal negotiations (typically between $5k - $50k per contract).

• Maintain revenue base of existing business to meet Optavise goals (typically $100k - $500k)

The Account Management Associate position is well-suited for you if you:

• Built a successful track record of selling to and serving small to mid-market employers.

• Follow the tenants of Trusted Advisor to clients, including being a critical thinker to foster sound, business-focused decision making.

• Manage multiple clients and initiatives simultaneously. Stay organized.

• Demonstrate expertise with sales methodologies and applicable skillsets.

• Collaborate both with internal and client resources to find solutions.

• Can be introduced during the initial sales process and make a positive impression with a prospect.

• Communicate effectively and efficiently in both verbal and written form. Give presentations with ease and confidence to large groups.

• Quickly learn to use internal systems that support the role.

• Can travel.

Qualified candidates will have:  

• Associate’s degree or 4 years of experience with employee benefits account management.

• 2 years of client services or account management experience in the employee benefits/HR domain.

• 1 year of experience managing multiple simultaneous projects or clients.

What will set you apart:

• Bachelor’s degree in Sales, Marketing, Business Administration, or 8 years of experience with employee benefits account management.

• 5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.

• 3+ years of experience managing multiple simultaneous projects or clients.

• 1+ years of experience with revenue responsibility (sales or inside sales

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• medical insurance

• dental insurance

• vision insurance

• 401(k) retirement plan with company match

• short-term & long-term disability insurance

• Paid time-off and corporate holidays,

• paid parental leave

• company paid life insurance

Click on this link for additional information.

CNO embraces flexibility and encourages you to work where you’re most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office.

Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.

All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise’s cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:

• Benefits administration technology for a streamlined enrollment process

• Customizable selection of voluntary benefits that employees want and need

• Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers

• Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members.

Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.

Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Compensation

Pay Range: $63,700.00 - $95,500.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ReqID : JR168318

Job Type : Full time