Sr Client Services Associate - REMOTECNO Financial Group • Meridian, Idaho, United States
Sr Client Services Associate - REMOTE
CNO Financial Group
- Meridian, Idaho, United States
- Meridian, Idaho, United States
Über
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 the immediate operational deliverables. Responsibilities
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. Qualifications
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. Benefits
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 Remote & Travel Policy
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. 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.
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Sprachkenntnisse
- English
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