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

CNO Financial Group - Carmel, IN

Full-time - Entry 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 focuses on 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 strong analytical skills, attention to detail, and the ability to collaborate effectively within a team environment.

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