Client Engagement Specialist

2 weeks ago

Carmel, Indiana, United States CNO Financial Group Full time

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

Job Overview:
The specified salary range is based on a national-average location. Actual compensation is influenced by factors such as relevant work experience, skills, and geographical location. This role is eligible for sales incentives.

CNO Financial Group is seeking a Client Relationship Manager to oversee interactions for a significant portfolio of small market clients.

The Manager will serve as the primary contact for the client's decision-makers or main broker representatives.

In this role, the Manager will advocate for the client and ensure their ongoing success with their CNO solutions.

The Manager will act as the main liaison between the client and CNO Sales and Delivery teams.

Key performance indicators will include client revenue retention, revenue growth through upselling and cross-selling, engagement with the solution by the client's members, adherence to best practices, and the ability to generate client references.

This position offers an opportunity to cultivate trusting relationships with a diverse client portfolio.

Key Responsibilities:
  • Act as a trusted advisor to client stakeholders and leadership. Understand client objectives and ensure alignment with relevant delivery resources. Identify, initiate, and/or close new upsell/cross-sell opportunities to align with client goals and drive revenue growth. Facilitate communication initiatives to achieve client engagement and utilization targets. Monitor that clients' key objectives are being fulfilled. Engage clients with reporting resources to provide data, ensuring client engagement with CNO's value. Play a crucial role internally to keep the Product Development, Implementation, and Sales teams informed of any news or developments that require their involvement.

Implement Client Retention Strategies:
Address risks promptly and communicate effectively with sales and leadership for appropriate involvement and mitigation. Lead contract renewal negotiations (typically between $5k - $50k per contract). Maintain revenue base of existing business to meet CNO goals (typically $100k - $500k)

Ideal Candidate Profile:
This position is well-suited for individuals who have:
A proven track record of selling to and serving small to mid-market employers. A commitment to the principles of Trusted Advisor to clients, including critical thinking to foster sound, business-focused decision-making. The ability to manage multiple clients and initiatives simultaneously while staying organized. Demonstrated expertise with sales methodologies and applicable skill sets. The capability to collaborate with both internal and client resources to find solutions. The ability to make a positive impression during the initial sales process. Effective communication skills in both verbal and written forms. The confidence to present to large groups. The ability to quickly learn and utilize internal systems that support the role. Willingness to travel.

Qualifications:
Associate's degree or 4 years of experience in employee benefits account management. 2 years of client services or account management experience in the employee benefits/HR sector. 1 year of experience managing multiple simultaneous projects or clients.

Preferred Qualifications:
Bachelor's degree in Sales, Marketing, Business Administration, or 8 years of experience in employee benefits account management. 5+ years of client services/account management experience in the employee benefits/HR sector, 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).

Benefits:
CNO Financial Group offers a comprehensive benefits package for this position, subject to applicable eligibility requirements:

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. Company-paid life insurance.

CNO promotes flexibility and encourages you to work where you are most productive. Associates living within a 60-mile radius of a corporate office have the option to work from that office.

Associates residing outside of a 60-mile radius may perform this role full-time from any U.S.-based location, provided they are willing to work central or eastern time zone hours.

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

CNO Financial Group is dedicated to being a trusted partner for business owners and human resources professionals, helping them build and maintain a healthy, engaged workforce.

Through our 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 utilize their benefits wisely.

Our goal is to help individuals make informed healthcare decisions.

By simplifying administration and enhancing understanding of benefits, we drive employee engagement and satisfaction, ultimately saving employers time and money.

CNO Financial Group is a leading provider of life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents.

We are financially strong and well-positioned for continued growth, grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork.

We have offices in numerous communities across the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando, and Milwaukee.

At CNO Financial Group, we are always looking forward—to the security and stability we help create for our customers and the growth we foster within our own company.

We seek ambitious individuals who aspire to achieve more. We provide opportunities to enhance your skills through challenging professional experiences.

If you are looking for a culture that encourages development, helps you reach your potential, and rewards your contributions, then CNO Financial Group is the right fit for you.

We are an equal opportunity employer and value diversity within our organization.

We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.

Please contact us to request accommodation.

Compensation Pay Range:
$63,700 - $95,500 Annual

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