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CNO Financial Group Client Delivery Analyst-Remote in Central or Eastern Time Zone in Milwaukee, Wisconsin

CNO's Worksite Division is hiring a Client Delivery Analyst is responsible for the collection, organization, and maintenance of client benefit plan information, preparation of client communication, benefits educator training materials, and coordination of interdepartmental activities related to benefits enrollment. This is a fulltime position that can be remote from home.

This is your opportunity to be in a customer-facing role and formulate client delivery team objectives and priorities while providing assistance with on-going yearly service requirements.

As a Client Delivery Analyst, your responsibilities will include:

  • Contribute to successful project implementation and ongoing client delivery by collaborating with cross-functional teammates and bridging any gaps with the client and internal teams. Proactively communicate with internal and external stakeholders to drive deliverables and adhere to project timelines.

  • Create project calendars, edit enrollment guides, prepare, and manage document revisions to benefits training materials. Implement and coordinate telephony call trees, benefit landing pages, facilitate URL setup, and produce client FAQ sheets.

  • Take notes during team meetings and client calls for distribution to internal and external stakeholders.

  • Audit Benefit Educator/employee enrollment calls and transcribe contents for review and report results to internal and external teams.

  • Monitor and internally report on KPIs (advocacy and transparency utilization, new hire appointment capacity, file delivery timeliness and accuracy, enrollment participation, premium production, etc.).

  • Recognize key issues and suggest best practices and solutions for process improvement.

  • Support resolution of client escalations, service requests, and trouble tickets.

The Client Delivery Analyst position is well-suited for you if:

  • You exhibit a professional and consultative demeanor with internal and external stakeholders.

  • You are detail oriented and able to accurately work with large amounts of data.

  • You have strong verbal, written, and in-person communication skills.

  • You are a self-starter, flexible and adaptable to change.

  • You have strong organizational skills with the ability to multi-task and meet deadlines.

  • You have the ability to travel, especially during the fourth calendar quarter of the year.

Qualified candidates will have:

  • Bachelor’s degree required in business, healthcare management, communications, or related field.

  • Minimum 2 years of client-facing professional experience required. Strong preference for experience in life and health insurance, employee benefits, HR-consulting, or related field.

  • Experience with Salesforce or other CRM software.

  • Must be proficient with Microsoft Office tools (Word, PowerPoint, Excel, Project).

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 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

ReqID: JR166170

Category: Administrative/Support

Job Type: Full-Time

Additional Locations: Carmel, IN; Atlanta, GA; Chicago, IL; Philadelphia, PA; Orlando, FL; Birmingham, AL