Sr Field Operations Coordinator - HYBRID from our Carmel, IN based location

CNO Financial Group - Carmel, IN

Full-time - Mid Level

Remote - Carmel, IN

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Sr. Field Operations Coordinator at Optavise plays a vital role in assessing and validating business performance metrics related to bonus incentives. This position involves analyzing data to ensure accurate bonus calculations, maintaining an up-to-date organizational chart, and overseeing various operational processes to ensure compliance and security in handling agent banking information. The role requires a blend of analytical skills, attention to detail, and effective communication to support the agency bonuses team and enhance organizational success.

Responsibilities

• Evaluate business performance metrics to ensure alignment with bonus incentives.
• Analyze comprehensive data and reports to confirm the precision of bonus calculations and disbursements.
• Develop and maintain a dynamic, up-to-date organizational chart detailing the field hierarchy.
• Oversee the tracking of all new groups and deliver insightful reports to the agency bonuses team.
• Review and process recode requests related to agent or company errors in field compensation.
• Generate and maintain regular, actionable reports for the Field Leadership Team.
• Utilize advanced database systems to update and maintain accurate profiles for all agents.
• Review holds codes on agent profiles and implement necessary actions for compensation delivery.
• Lead the BNA processes, ensuring compliance and security in handling banking information.
• Serve as a designated backup for critical new business and BNA functions.

Requirements

• High school diploma in general studies.
• 3 years of experience in agency licensing, insurance operations, or related fields.

Nice-to-haves

• 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.

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