New Business Coordinator-Remote in Central & Eastern Time Zone
Company: CNO Financial Group, Inc.
Posted on: September 19, 2022
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
As a New Business Coordinator: your responsibilities will
- Expediting worksite case profiles for general approval &
ensuring timely release of GI approved groups.
- Honoring all worksite broker relationships through new business
- 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
- 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
- Following-up with agents concerning licensing and/or training
- 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
- Serving as backup to another key operation function to ensure
service levels to field customers in event of absence of another
The New Business Coordinator position is well-suited for you if
- 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
- Organize, plan, and document records management within
Qualified candidates will have:
- High school diploma or equivalent experience with worksite
employee benefits required. Some college, or equivalent
- Three years of related work experience (preferably in insurance
- Computer skills: Word, Excel, PowerPoint, PAL, BSPN,
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
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
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,
CNO Financial is an Equal Opportunity Employer and Affirmative
Action Employer. For more information, please click the following
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
CNOinc.com or BankerLife.com 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
Keywords: CNO Financial Group, Inc., Carmel , New Business Coordinator-Remote in Central & Eastern Time Zone, Other , Carmel, Indiana
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