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

Responsibilities

The Business Analyst serves as a liaison between technology teams and stakeholders to support system enhancements, process improvements, and automation opportunities. They are responsible for eliciting requirements, executing test plans, and analyzing operational data to ensure efficient enterprise licensing operations.

Requirements

Candidates must have a bachelor's degree or 8 years of related experience, with at least 3 years specifically in business analysis, insurance operations, or licensing. Proficiency in Microsoft Excel and strong analytical, communication, and problem-solving skills are required.

Skills

• Business analysis
• Requirements elicitation
• Process analysis
• User acceptance testing
• Data analysis
• Insurance agent licensing
• System testing
• Process improvement
• Automation
• Microsoft Excel
• Business Objects
• Critical thinking
• Root-cause analysis
• Stakeholder management
• Technical documentation
• Project planning

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Performance-based bonus
• 401(k) retirement plan
• Short-term disability insurance
• Long-term disability insurance
• Paid time off
• Paid parental leave
• Company-paid life insurance
• Mental well-being resources
• Financial well-being resources

About this role

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.
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.
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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 trave...

About CNO Financial Group, Inc.

Insurance · 201-500 employees · headquartered in Philadelphia, PA