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New Business Coordinator-Remote in Central & Eastern Time Zone

Company: CNO Financial Group, Inc.
Location: Carmel
Posted on: September 19, 2022

Job Description:


Position at CNO Financial Group, Inc.

CNO's worksite division, Optavise, is seeking a New Business Coordinator to manage new business processing. This role utilizes extensive product knowledge to assist the field sales teams with processing issues, as well as offer guidance to the field if a product question arises. This role provides a comprehensive review of all incoming business to expedite processing and will have responsibilities over business retention in the form of group deduction information and recovering pending business.

This is your opportunity to join a team of professionals dedicated to successful implementation of new business. You'll be able to provide outstanding support with the assistance of teammates and leaders. Optavise is in high growth mode. You can be a part of that.

As a New Business Coordinator: your responsibilities will include:

  • Expediting worksite case profiles for general approval & ensuring timely release of GI approved groups.
  • Honoring all worksite broker relationships through new business coding.
  • Assigning agents to groups as needed.
  • Documenting, prescreening, scanning application files for submission and assigning proper commission coding.
  • Communicating with field contacts on missing documentation and application submission issues.
  • Following up, via front office system, to ensure policy issuance for pending business and tracking of business retention for the agency.
  • Working with New Business team to resolve escalated processing issues.
  • Following confirmation email process to inform agents daily of business submitted status.
  • Reviewing and working with Manager and group payroll administrators to ensure deductions are started.
  • Notifying field of Lapse and Grace policies.
  • Provide daily, weekly, and monthly reporting to field and internal HQ concerning business, production details, and group set up.
  • Following-up with agents concerning licensing and/or training modules.
  • Supporting management with various validations and review of business as it relates to bonus incentives for all ad-hoc bonus initiatives including the Senior Sales initiative to ensure field compliance.
  • Serving as backup to another key operation function to ensure service levels to field customers in event of absence of another associate.

    The New Business Coordinator position is well-suited for you if you:
    • Show a sense of urgency by answering calls, prior to third ring, to assist Agents.
    • Communicate effectively both verbally and in writing.
    • Demonstrate excellent organization skills and effective time management.
    • Organize, plan, and document records management within system.

      Qualified candidates will have:
      • High school diploma or equivalent experience with worksite employee benefits required. Some college, or equivalent preferred.
      • Three years of related work experience (preferably in insurance operations).
      • Computer skills: Word, Excel, PowerPoint, PAL, BSPN, NoMoreForms

        At this time, CNO is not mandating its associates to be vaccinated against COVID-19 as a condition of employment. However, this is an evolving situation, in the future CNO may require its associates to be vaccinated as a condition of employment, subject to reasonable accommodations required by applicable law.

        CNO Financial Group offices reopened in April 2022, and we will be pursuing a hybrid working model. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Philadelphia, Orlando, and Milwaukee) will have access to come into that Office up to 2 days/week, and work from home at least 3 days/week. This role is full time work from home (WFH), also known as Remote. This role can be performed from any US based location within the central or eastern time zone. Work cannot be performed from outside of the United States.

        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

        CNO Financial is an Equal Opportunity Employer and Affirmative Action Employer. For more information, please click the following link:
        Equal Employment Opportunity is the Law (English)
        Equal Employment Opportunity is the Law (Spanish)
        Right to Work Poster (English)
        Right to Work Poster (Spanish)

        As you explore job openings at CNO, please keep in mind that CNO will never ask you to provide payment-related information at any part of the employment application process. And CNO will communicate with you only through emails that are sent from a or email address.

        If you receive an email purporting to be from CNO that asks for payment-related information or any other personal information, please contact law enforcement and report the email to [email protected]

Keywords: CNO Financial Group, Inc., Carmel , New Business Coordinator-Remote in Central & Eastern Time Zone, Other , Carmel, Indiana

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