Client Relationship Specialist

2 weeks ago

Carmel, Indiana, United States CNO Financial Group Full time

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

Job Overview:
CNO Financial Group is seeking a dedicated Account Management Associate to nurture and manage relationships within a diverse portfolio of small market clients. This role serves as the primary point of contact for key decision-makers and brokers, ensuring that clients achieve success with their Optavise solutions.

Key Responsibilities:
As an Account Management Associate, your duties will encompass:
  • Acting as a trusted advisor to client stakeholders, understanding their objectives, and aligning delivery resources accordingly.
  • Identifying and pursuing new upsell and cross-sell opportunities to enhance client satisfaction and drive revenue growth.
  • Facilitating effective communication initiatives to boost client engagement and utilization of services.
  • Monitoring client objectives and ensuring they are met through proactive engagement and reporting.
  • Collaborating with internal teams to keep them informed of client developments that require their attention.

Client Retention Strategies:
Implement strategies to minimize client attrition by swiftly addressing risks and engaging sales and leadership for effective resolution. Lead negotiations for contract renewals, typically ranging from $5k to $50k, while maintaining a revenue base that aligns with company goals.

Ideal Candidate Profile:
The Account Management Associate role is ideal for individuals who:
  • Have a proven track record in selling to and servicing small to mid-market employers.
  • Exhibit critical thinking skills to support sound, business-focused decision-making.
  • Can manage multiple clients and projects concurrently while staying organized.
  • Possess strong communication skills, both verbal and written, and can confidently present to large groups.
  • Are adaptable and quick learners, especially with internal systems.
  • Are willing to travel as required.

Qualifications:
  • Associate's degree or 4 years of relevant experience in employee benefits account management.
  • At least 2 years of experience in client services or account management within the employee benefits or HR sector.
  • A minimum of 1 year managing multiple projects or clients simultaneously.

Preferred Qualifications:
  • Bachelor's degree in Sales, Marketing, Business Administration, or 8 years of relevant experience.
  • 5+ years of experience in client services/account management in the employee benefits/HR domain, with a preference for benefits technology experience.
  • 3+ years of experience managing multiple projects or clients.
  • 1+ years of experience with revenue responsibility.

Benefits:
CNO Financial Group offers a comprehensive benefits package, including:
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Short-term and long-term disability insurance.
  • Paid time off and corporate holidays.
  • Paid parental leave and company-paid life insurance.

Work Environment:
CNO Financial Group promotes flexibility, allowing associates to work from home or in corporate offices, depending on their location. Travel to corporate offices may be required periodically.

Company Overview:
CNO Financial Group is committed to providing innovative benefits solutions to help businesses and their employees navigate healthcare choices effectively. Our mission is to simplify benefits administration and enhance employee engagement, ultimately driving satisfaction and cost savings for employers.

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