Sr Client Services Associate - REMOTE

CNO Financial Group, Inc.; Carmel (IN); Remote; USD 65,000 - 99,000; Full time

Job summary

A leading company in employee benefits is seeking a Senior Client Services Associate to oversee client relationships and ensure project deliverables. This role requires strong project management skills and the ability to manage multiple priorities effectively, ensuring high levels of client satisfaction and operational excellence.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) retirement plan with company match

Paid time-off and corporate holidays

Paid parental leave

Company paid life insurance

Short-term & long-term disability insurance

Qualifications

• Project management skills to oversee deliverables and client satisfaction.
• Experience in account management within employee benefits.
• Strong communication skills with a focus on client engagement.

Responsibilities

• Manage client project deliverables and satisfaction.
• Create and oversee project plans and timelines.
• Lead client and internal team meetings for project updates.

Skills

Project Management

Client Relations

Communication

Problem Solving

Education

Bachelor’s Degree

Job description

Salary Range : $65,700 - $98,500 Annual

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.

Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise teams to deliver Optavise services. As the main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Associates build strong relationships with external stakeholders by managing high value project plans, maintaining regularly recurring meetings, aligning on near- and long-term client strategy, as well immediate operational deliverables.

As a Senior Client Services Associate, your responsibilities will include:

• Own primary accountability for project deliverables and client satisfaction of Optavise service delivery for a book of clients.

• Create and manage project plans, including deliverables, tasks, milestones, resources, and timeline. Manage both client and internal teams to meet deliverables.

• Serve as the day-to-day contact for clients, responding to questions and ensuring completion of Optavise deliverables. Anticipate and prevent issues through proactive client expectation and workload management. Provide best practice guidance and consultative feedback to clients.

• Understand Statements of Work and ensure Optavise delivery aligns with the contract. Manage project scope and work closely with Account Manager when changes to project scope are required.

• Lead regular client and internal project team meetings for discovery, planning and project status purposes. Organize and manage client working sessions as needed to complete discovery and requirement gathering phases of a project or facilitate agreement on open issues.

• Direct internal cross-functional teams to achieve project deliverables. Serve as the primary escalation point for internal project teams on client services. Promote and facilitate communication to manage and resolve internal service expectations, updating all stakeholders of project timelines and deliverables.

• Serve as the initial point of contact from the Client for any escalations and/or service delivery problems. Engage appropriate internal resources to solve problems and maintain responsibility for communication to external stakeholders on resolution plan and timing.

• Monitor and report on KPIs to internal and external stakeholders.

• Partner closely with Account Manager to drive client satisfaction, retention, reference-ability, and identify opportunities for growth.

The Senior Client Services Associate position is well-suited for you if you:

• Create and execute project plans to achieve project deliverables utilizing strong project management skills.

• Inspire confidence from both clients and internal teams on ability to deliver solutions by being action oriented.

• Deliver on multiple projects simultaneously and adapt quickly to changing or competing priorities.

• Build strong client and team relationships in a positive manner.

• Collaborate both with internal and client resources to identify problems and provide solutions.

• Hold yourself and others accountable to meet commitments.

• Show you are highly responsive, with excellent verbal, written, and in-person communication skills.

• Demonstrate good technical aptitude: ability to learn and proficiently use internal systems that support the role.

• Can travel, especially during the fourth calendar quarter of the year. Typically, less than 5%.

What you’ll need:

• Bachelor’s Degree or 8 years of experience with client services/account management in the employee benefits HR domain.

• 3 years of client services/account management experience in the employee benefits/HR domain OR 2 years of Optavise client services/account management experience.

What will set you apart:

• CEBS and/or PMP

• 5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.

• 3+ years of experience managing multiple simultaneous projects or clients.

• 2+ years of experience managing cross functional, virtual project teams in a matrixed reporting environment.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• medical insurance

• dental insurance

• vision insurance

• 401(k) retirement plan with company match

• short-term & long-term disability insurance

• Paid time-off and corporate holidays,

• paid parental leave

• company paid life insurance

Click on this link for additional information.

CNO embraces flexibility and encourages you to work where you’re most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office.

Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.

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

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce.

Through Optavise’s 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 use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:

• Benefits administration technology for a streamlined enrollment process

• Customizable selection of voluntary benefits that employees want and need

• Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers

• Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members.

Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.

Optavise is the worksite marketing brand of CNO Financial Group. 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 CNOinc.com.

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.

Compensation

Pay Range: $65,700.00 - $98,500.00 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 : JR169347

Job Type : Full time

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