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CNO Financial Group Sr. Accounts Coordinator - Remote from any US based location in central or eastern time zones in Chicago, Illinois

CNO Financial Group’s Consumer Business Unit is hiring a Senior Accounts Coordinator who will provide advanced processing support to Financial Representatives (FRs) and Investment Advisors (IAs) on opening and maintenance of client accounts, concerns or matters pertaining to but not limited to submitting business and finding and completing forms. This is a position that will work directly with the BLS Director of Operations by identifying procedural and platform enhancement that will streamline process, procedures, and technology platforms. In addition, this senior - role will serve as a resource for BLS Accounts Coordinators.

As a Sr. Accounts Coordinator, your responsibilities will include:

  • Coordinating with other departments within Bankers Life Securities, Inc. (BLS)/Bankers Life Advisory Services, Inc. (BLAS) as well as Bankers Life and Casualty Company (BLC) on procedures and related business.

  • Main point person (operations) for inquiries from other BLS/BLAS and BLC departments.

  • Reviewing escalated issues from other Account Coordinators. In addition, escalate service issues when necessary.

  • Monitor not in good order (NIGO) rates, identify opportunities to reduce errors and inefficiencies.

  • Able to identify when new and existing account processing falls outside of SLA. Coordinate with Director of Operations to resolve.

  • Tracking progress in relation to departmental goals for quality & productivity and pending business to maintain SLA levels.

  • Creating/update procedures, job aids and guides.

  • Supporting the Director of Operations as necessary with various projects.

  • Preparing communications and/or training for the field.

  • Providing administrative support to financial representatives and investment advisors by processing new account applications, obtaining necessary documents, resolving inquiries, and handling account transfers. Identify when firm falls outside of SLA, strategize and resolve.

The Sr. Accounts Coordinator position is well-suited for you if you:

  • Have effective and professional oral and written communication skills.

  • Can multi-task by researching multiple systems and entering data while talking to customers.

  • Are customer-focused and team-oriented.

  • Knowledge of Microsoft Office Products; knowledge of Pershing’s NetX360 platform preferred.

  • Have effective time management and interpersonal skills.

  • Maintaining current knowledge of corporate policies, products and departmental procedures and to recommend enhancement when appropriate. Work with management to communicate updates.

  • Reviewing paperwork through appropriate processing queues within Pershing’s NetX360 platform.

  • Identifying enhancement opportunities and partner with Director of Operations to implement if appropriate.

  • Communicate with FRs and IAs regarding not in good order (NIGO) paperwork to quickly reach a resolution.

  • Support the Pershing DBS Team to scan and index new accounts, cashiering and trading documents as needed.

  • Assisting with prepping and processing of mail.

What you’ll need:

  • A high school diploma or equivalent, college degree preferred.

  • Two years of securities Industry or equivalent financial services experience required

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.

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. CNO Financial Group offices reopened in April 2022 and is 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. Work cannot be performed from outside of the United States.

CNO Financial Group offices reopened in April 2022, and we look forward to working together again. Candidates for this role need to reside within a 60-mile radius of the (Birmingham, Carmel, Chicago, Philadelphia, Orlando, Milwaukee) corporate office for this role.

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 CNOinc.com.

ReqID: JR166545

Category: Sales/Telesales

Job Type: Full-Time

Additional Locations: Virtual, FL; Carmel, IL; Virtual, IN; Virtual, AL; Virtual, GA

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