Business Analyst, Sales Technology - REMOTE from any US based location

Washington National Insurance Company

Carmel (IN)

Remote

USD 55,000 - 82,000

Full time

2 days ago
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Benefits offered by this job

Medical, Dental, and Vision insurance
Performance-based bonus or sales/in​s​
401(k) retirement plan with company‑m​
Paid time off and holidays
Paid parental leave
Company-paid life insurance
Mental & Financial Well-Being

Job summary

CNO Financial Group is seeking a Business Analyst, Sales Technology in Carmel, IN. The role partners with licensing, sales, and tech teams to translate business needs into actionable requirements, drive testing, and deliver reporting insights across enterprise licensing processes.

Ideal candidates bring strong analytical skills, experience with Excel and reporting tools, and the ability to work remotely within US hours.

Qualifications

  • Bachelor’s degree in business administration, computer science, information systems, operations, or 8 years of related work experience.
  • 3 years of experience in business analysis, insurance operations, licensing, process improvement, testing, including requirements gathering, data analysis, reporting, and stakeholder collaboration.

Responsibilities

  • Lead business analysis for enterprise licensing initiatives by eliciting, analyzing, documenting, and validating requirements, process flows, and outcomes.
  • Develop and execute test plans, scenarios, cases, scripts, UAT, regression testing, validation, and defect tracking.

Skills

Business analysis
Data analysis
Testing
Stakeholder collaboration
Excel proficiency
Reporting/BOBJ

Education

Bachelor’s degree in Business Administration
Bachelor’s degree in Computer Science
Bachelor’s degree in Information Systems

Tools

Jira
Pega

Job description

Job Details

CNO Financial Group, Inc. (NYSE: CNO) is a leading insurance and financial services company focused on securing the future of middle‑income America. Through brands such as Bankers Life, Colonial Penn, Optavise, and Washington National, CNO delivers life and health insurance, annuities, financial services, and workforce benefits to more than 3.3 million policyholders, supported by $38.3 billion in total assets.

Carmel, IN

With a strong financial foundation, national presence, and a culture rooted in integrity, excellence, and people‑first values, CNO offers meaningful opportunities for professional growth and impact across its U.S. locations, including its headquarters in Carmel, Indiana.

This position is not eligible for visa sponsorship.

CNO Financial Group is hiring a Business Analyst, Sales Technology serves as the liaison between enterprise licensing, technology teams, and key stakeholders to support system enhancements, product implementations, process improvements, automation opportunities, issue resolution, and reporting needs. The role combines business analysis, systems testing, advanced data analysis, and enterprise licensing subject‑matter expertise to translate business needs into requirements and actionable insights. This position is dedicated to enterprise licensing while partnering with Sales and other areas whose processes intersect with licensing activities.

Core Responsibilities And Deliverables
  • Lead business analysis for enterprise licensing initiatives by eliciting, analyzing, documenting, and validating requirements, process flows, and expected outcomes.
  • Develop and execute test plans, scenarios, cases, scripts, user acceptance testing, regression testing, process validation, and post‑implementation verification; document and track defects through resolution.
  • Serve as the enterprise licensing subject‑matter expert during project planning, testing, implementation, and issue resolution for onboarding, appointments, renewals, assignments, hierarchy changes, terminations, and license maintenance.
  • Analyze processes, systems, and operational data to identify service gaps, recurring issues, manual work, control needs, and opportunities for automation or scalable improvement.
  • Partner with technology teams and stakeholders in sales and supporting areas to assess upstream and downstream impacts and recommend practical solutions.
  • Produce requested operational and ad hoc reports by extracting and analyzing data from business objects and other reporting sources.
  • Monitor implemented changes, validate intended outcomes, maintain accurate project and testing documentation, and use approved AI and business tools to improve analysis, reporting, and efficiency.
  • Strong knowledge of business analysis practices, including requirements elicitation, process analysis, user stories, acceptance criteria, documentation, and impact assessment.
  • Working knowledge of software testing and quality‑assurance practices, including test planning, user acceptance testing, regression testing, defect management, and results validation.
  • Knowledge of insurance agent licensing, appointments, onboarding, renewals, assignments, hierarchy maintenance, and terminations, or the ability to quickly develop this expertise.
  • Strong analytical, critical‑thinking, research, root‑cause analysis, and problem‑solving skills with the ability to develop practical recommendations.
  • Excellent written, verbal, facilitation, and presentation skills, including the ability to explain technical information to nontechnical stakeholders and build cross‑functional alignment.
  • Ability to work independently, manage multiple priorities, maintain detailed documentation, and deliver accurate, high‑quality work in a changing environment.
  • Advanced proficiency in Microsoft Excel, including pivot tables, data analysis, data validation, lookups, and organizing and interpreting large data sets; experience with Business Objects or comparable reporting platforms, with the ability to learn existing reports, identify appropriate data sources, and produce accurate requested reports.
What You Need (Minimum Requirements)
  • Bachelor’s degree in business administration, Computer Science, Information Systems, Operations, or 8 years of related work experience.
  • 3 years of experience in business analysis, insurance operations, licensing, process improvement, testing, including requirements gathering, data analysis, reporting, and stakeholder collaboration.
  • undefined.
What Will Set You Apart (Preferred Experience)
  • Master’s degree in computer science, Information Systems, Operations, or 12 years of related field
  • Certified Business Analysis Professional (CBAP), Certification of Capability in Business Analysis (CCBA); Certified ScrumMaster (CSM),), ICAgile Certified Professional (ICP); ISTQB Certified Tester Foundation Level (CTFL); Lean Six Sigma Green Belt or Yellow Belt; associate in insurance (AINS), Chartered Property Casualty Underwriter (CPCU).
  • 3+ years of experience supporting insurance agent licensing, distribution operations, systems testing, implementation readiness, process automation, system modernization, or complex operational initiatives, experience with Jira, Pega, or similar workflow management tools.

CNO Financial Group offers the following benefits for this position, subject to applicable eligibility requirements:Medical, Dental, and Vision insurancePerformance-based bonus or sales incentive401(k) retirement plan with company matchShort-term & long-term disability insurancePaid time off and 10 corporate holidaysPaid parental leaveCompany-paid life insuranceMental & Financial Well-Being ResourcesClick on this link for additional information.CNO supports a flexible work environment and encourages Associates to work where they are most productive. This position may work fully remote from any US-based location, provided they are able to work Central or Eastern Time hours. All work must be performed within the United States, and occasional travel to corporate offices may be required.Associates living within 60 miles of a corporate office (Carmel, IN; Chicago, IL; or Orlando, FL) have access to work from that location as needed.

Compensation

Pay Range: $54,900.00 - $82,300.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Type

Full time

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