Sales Conservation Specialist- REMOTE

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. 

Optavise is hiring a Sales Conservation Specialist to play a key role in conserving cancelled business from several reporting factors. This role will primarily provide a proactive effort to work directly with employer groups and policyholders to save business before it cancels as well as work with internal partners to develop outreach communications and programs designed to maintain customers.

As a Sales Conservation Specialist, your responsibilities will include: 

• Daily interaction with employer groups, policyholders, agents and field leaders to conserve business and resolve issues tied to business that otherwise would fall off and cancel.
• Working with internal agency leadership as well as senior field leadership to inform on persistency trends, cancel at issue and funding failures by sales teams and geographic region utilizing reporting and resulting findings on a regular basis and develop solutions to resolve.
• Developing communication for field sales agents to promote importance of persistency factors as well as communication specific to customers holding return of premium policies stressing the value of coverage and important of continuing their relationship with Optavise.
• Collaborating with internal partners to ensure that business retention and conservation factors are built into the bonus and awards programs offered to field sales agents.
• Working with our external TPA (third party administrator) partners to effectively manage loss of business due to payment and processing issues.
• Working closely with Compliance Manager as orphaned I-plans are tracked and reported and develop process to retain policyholders.

The Sales Conservation Specialist position is well-suited for you if you: 

• Demonstrate strong initiative with a customer-focused, growth mindset.
• Exhibit strong critical thinking and organizational skills.
• Continuously strive for process improvement.
• Possess excellent written and interpersonal communication skills
• Demonstrate strong knowledge of Microsoft Excel and other Microsoft products

What you’ll need: 

• Associate’s degree or four years of related work experience as equivalent
• Two years of experience working in sales and/or the insurance industry

What will set you apart: 

• Insurance license
• Willingness to work in Eastern/Central time zone

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• medical insurance
• dental insurance
• vision insurance
• 401(k) retirement plan with company match
• short-term & long-term disability insurance
• Paid time-off and corporate holidays,
• paid parental leave
• company paid life insurance

Click on this link for additional information.

CNO embraces flexibility and encourages you to work where you’re most productive. This position is considered a hybrid position, requiring the associates to live within a 60-mile radius of our corporate office Carmel, IN office will have access to come in on a hybrid model and will be required to come onsite from time to time. Work cannot be performed from outside of the United States.

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise’s cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:

• Benefits administration technology for a streamlined enrollment process
• Customizable selection of voluntary benefits that employees want and need
• Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers
• Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members. 

Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.

Optavise is the worksite marketing brand of CNO Financial Group.  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 People Focused, Integrity, Customer Driven, and Excellence.  We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, 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.

Compensation

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.