Salary Range: $79,400 – $119,200 Annually

Overview

This salary range reflects a national average and is influenced by several factors, including relevant work experience, skills, and geographic location.

Join CNO’s dynamic worksite division, Optavise, as a Senior Account Management Associate and embark on a journey where you will cultivate lasting relationships with a diverse portfolio of clients. After the initial sale and successful implementation, you’ll take on the pivotal role of the main point of contact, advocating for clients and ensuring their continued success with Optavise’s offerings. Your role will serve as the vital link between our clients and our sales and implementation teams. Key indicators of success in this position will include client retention, member engagement with the solutions offered, adherence to Optavise’s best practices, generating client references, and driving upsell and additional sales opportunities.

This is your chance to be part of a growing team where your contributions will have a significant impact. We highly value Senior Account Management Associates who prioritize fulfilling client commitments and fostering long-term partnerships. As a teammate, you’ll be integral to our collective success.

Your Key Responsibilities as a Senior Account Management Associate:

• Understand and align resources with long-term client benefit strategy goals.

• Implement effective communication strategies to engage clients and enhance their benefits strategy.

• Spot new upsell and cross-sell opportunities, and lead renewal discussions.

• Ensure timely and appropriate involvement of delivery resources.

• Monitor progress towards key objectives and deliverables.

• Act as a trusted advisor, engaging regularly with client leaders and their operations teams.

• Produce insightful, value-focused reports and communications to keep clients informed of product advancements and services at Optavise.

You are a great fit for this role if you:

• Quickly identify and address risks, communicate clearly, and leverage team strengths.

• Possess strong critical thinking skills and make well-informed business decisions.

• Establish a positive rapport with clients and prospects, positioning yourself as a reliable partner.

• Are confident presenting to large audiences and can convey business concepts with ease.

• Excellently prioritize tasks and adapt when new challenges arise.

• Proactively resolve issues and supply practical solutions.

• Are open to significant travel, especially during the first quarter of the year.

Qualifications:

• In-depth knowledge of employee benefits and the sales processes related to worksite or healthcare solutions.

• A minimum of 3 years of experience partnering with brokers, human resource executives, and decision-makers.

• At least 5 years of client-facing experience within the benefits industry.

• Bachelor’s Degree or equivalent work experience of 8 years.

To stand out, you should have:

• A proven track record of successful cross-selling and achieving high renewal rates in employee benefits or healthcare.

• Expertise in delivering presentations and navigating sales cycles.

• Over 8 years of client-facing experience in the benefits sector.

• Familiarity with Salesforce.

Benefits of Joining Us:

• Comprehensive medical, dental, and vision insurance plans.

• A 401(k) retirement savings plan with company contributions.

• Short-term and long-term disability coverage.

• Generous paid time off and holidays.

• Paid parental leave.

• Company-funded life insurance.

For further insights, click on this link.

At CNO, we embrace flexibility in the workplace, encouraging you to work where you are most productive. If you reside within a 60-mile radius of a corporate office—located in Birmingham, Carmel, Chicago, Orlando, or Milwaukee—you have the option to collaborate in the office. Alternatively, associates living beyond this radius may work remotely from anywhere in the U.S., provided they are amenable to working central or eastern time zone hours.

Occasional travel to corporate offices may be required. Note that this position cannot be performed outside of the United States.

Optavise stands as a trusted benefits partner for business owners and HR professionals focused on creating and maintaining a healthy workforce. Through our integrated array of products and services, we navigate employers and employees through healthcare options, enhancing benefits engagement while reducing costs. We simplify administrative processes while educating employees about their benefits, assisting them in making informed choices. Our comprehensive benefits solution includes:

• A streamlined enrollment process via benefits administration technology.

• A customizable selection of voluntary benefits that employees desire and require.

• Year-round educational initiatives, communications, and advocacy to empower employees as informed healthcare consumers.

• Expert resources designed to help employees maximize benefits for themselves and their families.

Our mission is to guide individuals in making informed healthcare choices. By simplifying benefit administration and facilitating comprehension, we promote employee engagement and satisfaction while saving employers time and resources.

Optavise operates under CNO Financial Group, which offers a range of life and health insurance products, annuities, financial services, and workforce benefits solutions through multiple brands. With over 3.2 million policies and more than $35 billion in assets, our 3,400 associates and 8,600 exclusive agents ensure guidance for individuals, families, and businesses through essential financial decisions.

We are on a strong trajectory for continued growth, rooted in core values of Diversity, Equity & Inclusion (DE&I), Integrity, Customer Focus, Excellence, and Teamwork. With offices across over 260 communities, including our headquarters in Carmel, Indiana, and corporate hubs in Birmingham, Chicago, Philadelphia, Orlando, and Milwaukee, we invite you to be part of our journey.

If you are seeking a work culture that fosters development, recognizes your contributions, and helps you realize your potential, we encourage you to explore opportunities at CNO Financial Group. Visit us for more information.

We are an equal opportunity employer, committed to diversity in our workforce. We prohibit discrimination based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We are dedicated to accommodating individuals with disabilities during the application and interview process, as well as in performing essential job functions and accessing company benefits. Please reach out to us for any accommodation requests.

Compensation

Pay Range: $79,400.00 – $119,200.00 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: JR169287

Job Type: Full-time

Additional Locations: Houston, TX; Chicago, IL; Milwaukee, WI; Atlanta, GA; Orlando, FL; Dallas, TX;