CNO Financial Group

• Manages multiple large, complex, and generally unrelated projects simultaneously, with budgets up to $2M • Leads projects using various PPM approaches, including Agile, Waterfall, Hybrid SDLC, with specialized expertise in one or more • Defines and refines project scope, budget, objectives, resources, tools, success metrics, and key milestones • Conducts planning to set realistic targets for the project team • Negotiates and delivers resource commitments across departments and teams • Acts as liaison between Consumer Operations PMO (CO-PMO), other PMOs, and the Project Competency Center (PCC) • Possesses strong understanding of business areas to recommend solutions for complex issues • Conducts complex process mapping, recommends and executes process improvements, and manages Agile/sprint-based implementations. • Develop plans to address complex risks and issues; recommend PMO best practices • Reviews quality management methods and plans accordingly. • Uses creative problem-solving to modify processes and procedures, providing significant input into overall project management for Operations. • Identifies, recommends, reviews, and approves changes to process documentation, tools, templates, ensuring proper use by CO-PMO team. • Ensures successful implementation of projects and processes.

• Planning, designing, implementing, and maintaining identity security-related technologies primarily using CyberArk. • Participating in projects as required; analyzing, designing, developing, and implementing security solutions which protect the information assets while enabling business functionality. • Utilizing security software and hardware tools to identify and diagnose problems affecting identity information security tools and systems providing 2nd and 3rd tier operational support. • Providing identity information security expertise and consulting internal IT, business system owners, and other stakeholders. • Performing product and solution life cycle management ensuring capacity, integrity and availability of all security systems. • Aligning technologies to support overall strategy and information security framework specifically related to the identity automation program. • Ensuring new and existing identity products conform to information security policies, standards, and best practices. • Conducting research on emerging technologies in support of enterprise operations. • Reviewing new and existing system designs for compliance with security standards and best practices.

• Review and approve client new and existing account documentation, trading activity, email correspondence and other related security transactions • Conduct suitability review of customer trading activity for direct to fund, brokerage and RIA business by ensuring compliance with all internal procedures and industry regulations • Work closely with vendors to ensure trade is executed in accordance with internal procedures and industry regulations • Analyze trade and exception reports and take appropriate action • Assist in the on-boarding new registered representative and provide on-going operational support • Identify and analyze customer and firm risk, update compliance as necessary • Resolves registered representative concerns by researching details, identifying most efficient method of handling the concern, and evaluating risks to all parties before resolving

• Lead and govern enterprise-wide brand reputation strategy, ensuring consistent, compliant, and credible brand representation across all public-facing channels, platforms, and emerging technologies. • Identify, evaluate, and manage strategic partnerships, endorsements, and third-party platforms that enhance brand trust, credibility, and visibility across paid, owned, earned, and field channels. • Monitor, analyze, and report on brand sentiment, reviews, and external perception, surfacing insights, risks, and recommendations to inform brand strategy and marketing campaigns. • Serve as the cross-functional subject matter expert, managing intake and prioritization of reputation and partnership initiatives while ensuring alignment with broader marketing, media, and brand strategy. • Partner with Compliance, Recruiting, and cross-functional Marketing teams to shape both customer and employer brand reputation, including response frameworks, risk management, recruiting brand positioning, and crisis coordination. • Define and track performance metrics for reputation and partnerships, delivering executive-level reporting and insights that drive continuous improvement and measurable business impact.

• Service agent inquiries including basic to moderately complex software questions and issues. • Use information provided by the agent, and defined processes and procedures to triage potential issues and provide solutions or education in the process. • Document issues and work with subject matter experts on resolutions. • Serve as the main point of contact with the agent and be responsible for following up with resolutions. • Escalate more complex issues to others as needed. • Provide guidance and solutions to resolve field issues with sales technology tools. • Respond to emails that are received in the technical support queues. • Identify and escalate software issues to subject matter experts and IT partners. • Strive to provide exceptional customer service to agents as well as other company employees.

• Conduct daily, weekly, and monthly reviews of Registered Representative activity • Monitor exception reports and escalate potential issues • Review, track, monitor, and validate submission of RR books and records • Assist with branch examination preparation and remediation tracking • Manage and update ADV Part 2Bs and coordinate mailings

TITLE: Bilingual Customer Activation Representative LOCATION: - Carmel, IN - Chicago, IL, - REMOTE from any US-based location Schedule: 10:00am - 7:00pm ET M-F Training: 9:00am - 6:00pm ET 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. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States. CNO Financial Group is hiring a Bilingual Customer Activation Representative. The Bilingual Customer Activation Representative provides support in both customer activation and concierge services in English and Spanish. Responsibilities include resolving pending application items, collecting premiums, educating customers on policy benefits, and ensuring compliance. The role also offers real-time support to Spanish-speaking admin associates on policy and claim inquiries, helping drive customer satisfaction and sales growth in the Washington National independent channel. As a Bilingual Customer Activation Representative, your responsibilities will include: - Communicating with partners (agents, administrative staff, and leadership) to support policy inquiries, claims assistance, EFT corrections, and other service-related needs in both English and Spanish - Providing real-time bilingual support to Spanish-speaking partners, helping resolve questions and ensuring accurate, efficient handling of policy and claims-related requests - Communicating with customers to follow up and collect pending requirements, including initial and follow-up premium payments. - Documenting all actions in the system and rescheduling calls as needed to accommodate customer availability. - Making recommendations for process improvements to enhance service quality and efficiency. - Consulting with internal departments (e.g., New Business, Underwriting, Customer Service) as needed to resolve customer issues. - Participating in special projects and piloting programs in collaboration with team leadership. - Analyzing vendor data, providing feedback, and conducting customer outreach based on findings. - Supporting quality assurance team on call auditing as needed The Bilingual Customer Activation Representative position is well-suited for you if you: - Are fluent in Spanish (speaking, reading, and writing) - Can interact with customers professionally - Have good knowledge of insurance administration procedures and products - Have good critical thinking abilities and can prioritize - Have the ability to handle multiple tasks and thrive in a fast-paced environment - Can effectively communicate verbally and through written communication - Have good interpersonal and organizational skills - Possess courteous phone etiquette What you'll need: - Education: High School Diploma or GED - Related Work Experience: minimum of 1-2 years experience in customer service-oriented work What will set you apart: - Education: Associates Degree - Field of study: Business - Certifications/Licenses: Life & Health Insurance License - Related Work Experience: 3+ years experience in customer service-oriented work; insurance, financial services and/or call center experience 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. Associates who live within a 60-mile radius of a corporate office (Carmel, Chicago, and Orlando) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Carmel, Chicago, and Orlando) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States. CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 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 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Chicago and Orlando. 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. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com. 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. #LI-NP1 Compensation Pay Range: $17.44 - $26.16 Hourly 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. ReqID : JR170256 Job Type : Full time

• Collaborating, coordinating, and directing tasks and project deliverables not only for members of the FP&A team, but also with other leaders and teams throughout the business supporting plan and forecast cycles as well as the EPM tool implementation. • Directly partnering with business leaders to develop the key assumptions and projections supporting the annual financial plan and quarterly forecasts • Preparing, analyzing and presenting content for monthly and quarterly internal business or function reviews. • Managing financial governance and reporting for large corporate initiatives, including cost-benefit analysis. • Supporting financial impact analysis for strategic transactions as needed. • Maintaining adequate documentation and controls over existing processes. • Allocating expenses and managing consolidated expense reporting – dashboarding, pipelines, (Tableau / Power BI).

• Establishing annual projects and deliverables using company business goals and strategies. • Creating clear engineering diagrams, security analysis, whitepapers, system documentation, presentations, and other deliverables. • Presenting to diverse size groups and translating security technologies and concepts to a non-technical audience. • Planning, designing, implementing, and maintaining security-related technologies. • Participating in projects as required; analyzing, designing, developing, and implementing security solutions. • Utilizing software and hardware tools, identifying and diagnosing problems affecting information security tools and systems. • Providing information security expertise and consulting to internal IT, business system owners, and other stakeholders. • Performing product and solution life cycle management ensuring capacity, integrity, and availability of all security systems. • Aligning technologies to support overall strategy and information security framework. • Ensuring new and existing products conform to information security policies, standards, and best practices. • Conducting research on emerging technologies in support of enterprise operations.

• Conducts strategic initiative reporting for Bankers Life, Washington National, and Colonial Penn. • Supports business case development for Consumer Division Growth Strategy initiatives. • Assist with the development of key management deliverables, including Rating Agency presentations, QBR materials, internal business reviews, etc. • Work closely with technology and DP&A CoE team members to improve the timeliness, accuracy, and availability of data used in various operational and strategic reports and dashboards. • Work closely with Consumer Division business partners to continuously improve processes, policies, and procedures and internal control standards to ensure "One Source of Truth" reporting. • Maintains documentation for key financial reporting and operations processes and models. • Performs Budget/Forecast validation and process support as required.