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

CNO’s worksite division, Optavise, is seeking a Senior Account Management Associate to create long-term, trusting customer relationships with a portfolio of moderately sized clients. After the initial sale, and post implementation, the Senior Associate will act as the lead point of contact with the client. In this capacity, the Sr Associate will act as an advocate on the client’s behalf and ensure that the client remains successful with their Optavise solution. The Sr Associate will be the primary liaison between the client and Optavise Sales and Implementation resources. Key measures of success will be client retention, utilization of the solution by the client’s members and adherence to Optavise best practices, ability to create client references, and the ability to upsell / support additional sales within the client.

This is your opportunity to be a part of growing team where you can make a big impact. We value Senior Account Management Associates that understand the importance of keeping our commitment to clients while building long term partnerships. You’ll become a valued player crucial to our success.

As a Senior Account Management Associate, your responsibilities will include:

  • Understand long-term business and benefits strategy objectives and ensure relevant resources are aligned.

  • Facilitate communication initiatives to meet engagement goals and address Client’s benefits strategy.

  • Identify new upsell / cross sales opportunities as well as lead renewal negotiations.

  • Ensure that delivery resources are looped in appropriately and in a timely matter.

  • Track that key objectives are being met.

  • Act as a trusted advisor across client partners and leadership, while regularly engaging with clients’ key executives and operations team members.

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

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

  • Address risks swiftly, communicate effectively, and incorporate the strengths of the team.

  • Think critically and champion sound business decisions.

  • Consult with clients and prospects to maintain a positive impression. You immediately establish yourself as a partner.

  • Feel confident making presentations to large groups and articulate business concepts easily.

  • Master prioritizing and re-prioritizing as new scenarios unfold and challenges emerge.

  • Mitigate problems and provide solutions.

What you’ll need:

  • Mastery of employee benefits and the sales process around worksite or health care solutions.

  • 3 years of experience working as a valued partner with brokers, human resource executives and high-level decision makers.

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

What will set you apart:

  • Success at cross-selling and securing high renewal rate in the employee benefits or health care space.

  • Proven expertise with presentations and sales cycles.

  • Experience with Salesforce.

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: JR167059

Category: Sales/Telesales

Job Type: Full-Time