Branch Operations & Compliance Coordinator

CNO Financial Group, Inc; Omaha (NE); On-site; USD 36,000 - 48,000; Full time

Job summary

CNO Financial Group, Inc in Omaha, NE is seeking a Branch Office Administrator to support the Branch Sales Manager and the management team with daily office operations, onboarding new agents, and compliance tasks. You will handle customer inquiries, route calls to licensed agents, manage mail and emails, prepare reports, and coordinate meetings and events for the branch.

The role requires 2–4 years of fast-paced, customer-facing experience and proficiency with MS Office; strong communication and

Qualifications

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

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 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.
• Organizes private events in the branch at the BSM’s direction.

Skills

Written communication

Oral communication

Research & analysis

Attention to detail

Data entry

Education

High School Diploma or GED

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

CNO Financial Group, Inc in Omaha, NE is seeking a Branch Office Administrator to support the Branch Sales Manager and the management team with daily office operations, onboarding new agents, and compliance tasks. You will handle customer inquiries, route calls to licensed agents, manage mail and emails, prepare reports, and coordinate meetings and events for the branch.

The role requires 2–4 years of fast-paced, customer-facing experience and proficiency with MS Office; strong communication and