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CNO Financial Group Account Management Associate - Remote for US based Central or Eastern Time Zone in Milwaukee, Wisconsin

Optavise, a CNO Financial Group Company, is hiring an Account Management Associate to build, trusting customer relationships with a small portfolio of clients. After the initial sale, and post implementation, the individual will act as the lead point of contact with the client. In this capacity, the Account Management Associate will act as an advocate on the client’s behalf and ensure that the client remains successful with their worksite solution. The key measures of success will be client retention, utilization of the solution by the client’s members, adherence to best practices, and the ability to create client references.

This is an opportunity for you to utilize your sales and account management background to nurture and grow existing relationships. As an Account Management Associate, you’ll strategize with internal teams to maximize client utilization of available services.

As a n Account Management Associate your responsibilities will include: * *

  • Building an understanding of clients’ long-term business and benefits strategy and communicating this across relevant internal

  • Facilitating communication initiatives to meet engagement goals and address Client’s benefits strategy. Ensuring that delivery resources are engaged appropriately and in a timely matter.

  • Tracking client’s key objectives to ensure they are being met.

  • Advising and engaging with client’s key executives and operations team members.

  • Generating ongoing value-focused reporting and communications with the client and ensuring that the client is aware of product and service advances underway.

  • Ensuring that the Product Development, Implementation, and Sales teams are kept apprised of any news or developments that warrant their involvement.

  • Addressing risks swiftly and communicating effectively with sales and internal leadership appropriately for involvement/mitigation.

  • Leveraging resources where necessary in contract renewal negotiations.

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

  • Built a successful track record of servicing mid-market employers.

  • Work through/with Brokers and HR

  • Give presentations with ease and confidence.

  • 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.

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

  • Can travel.

Qualified candidates will have:

  • Bachelor’s degree or 8 years of equivalent experience.

  • 3 years of proven client focused experience in the Employee Benefits, Insurance Brokerage, and/or Health Care industry.

  • Solid organizational skills: ability to manage multiple clients and initiatives simultaneously.

  • Excellent listening and communications skills.

What will set you apart:

  • Bachelor’s degree in Sales, Marketing, Business Administration, or 8 years of equivalent experience.

This role is full time work from home (WFH), also known as Remote. This role can be performed from any US based location within the central or eastern time zone. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Philadelphia, Orlando and Milwaukee) will have access to come into that Office up to 2 days/week, and work from home at least 3 days/week. Work cannot be performed from outside of the United States.

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

ReqID: JR167004

Category: Sales/Telesales

Job Type: Full-Time

Additional Locations: Carmel, IN; Chicago, IL; Philadelphia, PA; Orlando, FL; Birmingham, AL