Job Information
CNO Financial Group Sr Field Operations Coordinator - HYBRID from our Carmel, IN based location in Carmel, Indiana
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 Sr. Field Operations Coordinator who plays a crucial role in assessing and validating business performance metrics related to bonus incentives. This position involves analyzing data to ensure accurate bonus calculations and maintaining an up-to-date organizational chart for the field hierarchy. Key responsibilities include managing agent profiles, tracking new groups, processing recode requests, and investigating compensation discrepancies. Additionally, the Sr. Field Operations Coordinator oversees BNA processes to ensure compliance and security in handling agent banking information and serves as a backup for other business functions.
As a Optavise Sr. Field Operations Coordinator, your responsibilities will include:
Evaluate business performance metrics to ensure alignment with bonus incentives, driving organizational success.
Analyze comprehensive data and reports to confirm the precision of bonus calculations and disbursements, safeguarding financial integrity.
Develop and maintain a dynamic, up-to-date organizational chart detailing the field hierarchy, including tracking significant changes in agents, roles, and reporting structures.
Oversee the tracking of all new groups and deliver insightful reports to the agency bonuses team, ensuring seamless integration with bonuses, awards, and other recognition programs.
Expertly review and process recode requests related to agent or company errors in field compensation, investigating discrepancies to determine and execute appropriate corrective actions.
Generate and maintain regular, actionable reports for the Field Leadership Team, identifying key conservation opportunities to enhance performance and retention.
Utilize advanced database systems to update and maintain accurate profiles for all agents, ensuring current and reliable contact information.
Review holds codes on agent profiles and implement necessary actions to guarantee timely and accurate compensation delivery.
Lead the BNA (Benefit Now Account) processes, including the secure handling of kits and banking information, ensuring compliance with audited procedures and maintaining high security standards.
Serve as a designated backup for critical new business and BNA functions, ensuring continuity and coverage during PTO and other absences.
The Optavise Sr. Field Operations Coordinator position is well-suited for you if you:
Demonstrate strong self-motivation, accountability, and a proactive approach to responsibilities with minimal supervision.
Combine advanced analytical, problem-solving, and organizational skills to effectively manage and resolve complex tasks and issues.
Foster excellent communication and interpersonal skills to ensure effective collaboration and information exchange in a team environment.
Utilize a variety of technologies and systems, including advanced use of Microsoft Office Suite (Excel, Word, Access, etc.), MS Teams, and other digital tools, to optimize workflow efficiency and task management, with the flexibility to adapt to new tools and platforms as needed.
Maintain a thorough familiarity with worksite competitor products, industry trends, and regulatory requirements related to insurance licensing and agent compliance, ensuring strategic insights and strict adherence to legal standards.
Balance a presence in the Carmel office for 3 days per week with the flexibility to work remotely for the remaining 2 days.
What you’ll need:
High school diploma in general studies.
3 years of experience in agency licensing, insurance operations, or related fields.
What will set you apart:
Associate’s degree in the field of general studies or equivalent 4 years of experience.
Preferred: Licensed in the insurance field.
4 years of experience in agency licensing, insurance operations, or related fields; familiarity with regulatory requirements related to insurance licensing and agent compliance.
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
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 : JR168671
Job Type : Full time