Sr Field Operations Coordinator

CNO Financial Group, Inc.•Carmel, IN

7d•$21 - $32•Remote

About The Position

CNO Financial Group is hiring a Sr. Field Operations Coordinator. The Sr Field Operations Coordinator is responsible for assessing and validating business performance metrics tied to bonus incentives, ensuring accurate bonus calculations, and managing agent profiles. This role tracks new groups, processes recode requests, investigates compensation discrepancies, and oversees BNA processes, ensuring compliance and security in handling agent banking information. The coordinator also serves as a backup for critical business functions.

Requirements

Proven ability to operate independently with minimal supervision, demonstrating strong self-motivation, accountability, and a proactive approach to responsibilities.
Exceptional attention to detail combined with advanced analytical, problem-solving, and organizational skills to effectively manage and resolve complex tasks and issues.
Strong capability to work cohesively within a team environment, fostering excellent communication and interpersonal skills to ensure effective collaboration and information exchange.
Proficiency in leveraging 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.
Comprehensive understanding of worksite competitor products and industry trends, coupled with thorough familiarity with regulatory requirements related to insurance licensing and agent compliance, ensuring strategic insights and strict adherence to legal standards.
High School Diploma
3 years of experience in agency licensing, insurance operations, or related fields.
Intermediate experience with Excel, spreadsheets, and pivot tables.

Nice To Haves

Associates Degree
General Field of study
Insurance License
4+ years of experience in agency licensing, insurance operations, or related fields
Familiarity with regulatory requirements related to insurance licensing and agent compliance.

Responsibilities

Evaluating business performance metrics to ensure alignment with bonus incentives, driving organizational success.
Analyzing comprehensive data and reports to confirm the precision of bonus calculations and disbursements, safeguarding financial integrity.
Overseeing the tracking of all new groups and delivering insightful reports to the agency bonuses team, ensuring seamless integration with bonuses, awards, and other recognition programs.
Expertly reviewing and processing recode requests related to agent or company errors in field compensation, investigating discrepancies to determine and execute appropriate corrective actions.
Generating and maintaining regular, actionable reports for the Field Leadership Team, identifying key conservation opportunities to enhance performance and retention.
Utilizing advanced database systems to update and maintain accurate profiles for all agents, ensuring current and reliable contact information.
Reviewing hold codes on agent profiles and implementing necessary actions to guarantee timely and accurate compensation delivery.
Leading 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.
Serving as a designated backup for critical new business and BNA functions, ensuring continuity and coverage during PTO and other absences.