Branch Office Operations & Onboarding Specialist

CNO Financial Group, Inc; New York (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

The Branch Office Administrator (BOA) at CNO Financial Group, Inc. reports to the Branch Sales Manager and supports daily operations across administrative processing, recruiting and onboarding, and compliance.

The role interacts with visitors, employees and customers in a busy branch environment. Key duties include handling inquiries, directing calls to licensed agents, preparing reports, coordinating meetings and events, ensuring procedures are followed, and assisting with onboarding and

Qualifications

• Demonstrated ability to research, analyze and summarize information.
• Strong written and oral communication skills.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Provides friendly and approachable services to visitors, employees, agents and customers.
• Answers phone calls and directs customers to licensed agents, as needed.
• Responds to general customer questions, complaints, and service-related questions.
• Distributes branch office mail and prepares outgoing mail; monitors general email box and routes accordingly.
• Assists the Branch Sales Manager with completing compliance audit requests.
• Processes and scans applications.
• Provides pending business support and follow through (gathering records, applications completion, & missing items).
• Creates/Exports reports from various systems for management.
• Processes expenses and reimbursements.
• Ensures office equipment is in working order.
• Coordinates off-site meetings and venues, as well as related logistics.
• Responsible for organizing private events in the branch at the BSM's direction (bonus dinners, recognition meetings, promotional payouts by BSO).
• General office duties: ordering supplies, billing, faxing, filling, & data entry.
• Calls potential candidates and sets appointments for Career Briefings.
• Prepares materials for Career Briefings.
• Follows-up with recruits to check on exam progress.
• Assists in the agent appointment process with the territory office and home office.
• Provides administrative support and tracking for all BSO and Cornerstone compliance training sessions.
• Provides reporting to management on Sales essentials completion.
• Ensures branch office follows proper procedures and protocols.
• Prepares branch for compliance audits.

Skills

Strong written and oral communication

Attention to detail

Researching, analyzing & summarizing

Education

High School Diploma or GED

Tools

MS Office

Job description

The Branch Office Administrator (BOA) at CNO Financial Group, Inc. reports to the Branch Sales Manager and supports daily operations across administrative processing, recruiting and onboarding, and compliance.

The role interacts with visitors, employees and customers in a busy branch environment. Key duties include handling inquiries, directing calls to licensed agents, preparing reports, coordinating meetings and events, ensuring procedures are followed, and assisting with onboarding and