Data Analyst- Reporting (REMOTE from any US-based location in central or eastern time zones)

Optavise is hiring a Reporting Analyst to translate data to help Optavise make sound business decisions through the use and development of reporting dashboards. The Reporting Analyst is responsible for supporting the overall, ongoing assessment of key Optavise-wide key performance indicators and other performance metrics. The analyst is expected to assist with the development of sophisticated queries for reporting and analytical methods to report on key metrics, identify problem areas, and develop possible solutions and improvements. Areas of research and analytics are focused on all lines of business sold by Optavise.

This is your opportunity to be a part of a growing team that will be centered around call center reporting, building reporting dashboards in Salesforce, Domo, Smartsheet, Jira, and any other applications that Optavise uses. In addition to these reporting needs, significant time will be dedicated to data validation to ensure the integrity of reporting and analytics completed. The analyst is expected to use the results of their analyses to identify efficiencies, drive business decisions, and communicate (verbally & in writing) these results to all levels of management.

As a Reporting Analyst, your responsibilities will include:

• Supporting end-user reporting requirements gathering and analysis in consultation with end users.
• Administering weekly, monthly, quarterly, and annual dashboards and reports.
• Building and maintaining call center reporting dashboards for all lines of business in Salesforce, Domo, and any other applications as needed.
• Supporting the development and enhancement of reporting capabilities across our analytical and data management toolsets (e.g. Excel, SQL, Domo, Salesforce, Smartsheet, Jira, Tableau, Power BI, Alteryx, etc.) through input and testing.
• Performing and documenting data analysis, data validation, and data mapping/design.
• Supporting Account Management, Client Delivery, and Product Management in developing external dashboards displaying metrics to external clients and brokers.
• Supporting Leadership in developing performance dashboards to track internal productivity.
• Maintaining reporting in the phone system to ensure call centers have real-time metrics reporting available and accessible.
• Forecasting call volume in Workforce Management and phone system and support call center scheduling as needed.
• Supporting and maintaining survey data and leading analysis for Net Promoter Score (NPS) tracking.

The Reporting Analyst position is well-suited for you if you:

• Possess strong analytical skills to analyze data and build corresponding reports that translate relevant data points for operations use both internally and externally.
• Demonstrate intermediate to advanced technical skills including Excel, Access, PowerPoint, Word, Business Objects, or similar tools; Experience with or ability to learn and use SQL, R, SAS, Tableau, Alteryx, or similar tools.
• Are able to develop strong working relationships and collaborate with a cross-functional group of partners, both internal and external
• Have good time management skills to perform a variety of tasks, manage competing priorities, and complete tasks on time in a fast-moving environment while meeting project deadlines.
• Are able to present information clearly and in a manner that is understandable to employees of all levels.

What you’ll need:

• Bachelor’s degree in Business, Economics, Mathematics, Statistics, or other quantitative discipline or 8 years of equivalent work experience
• 2 years of data analysis experience
• 1 year of SQL experience
• Reporting experience with platforms such as Tableau or Domo

What will set you apart:

• Data analysis experience in an Insurance, Financial Services, or Operations Consulting role
• Workforce Management Experience (NICE IEX, Community)
• Net Promoter Score Experience (NPS)

This role is full-time work-from-home (WFH), also known as Remote. This role can be performed from any US-based location within the central or eastern time zone. CNO Financial Group offices reopened in April 2022 and are pursuing a hybrid working model. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Philadelphia, Orlando, and Milwaukee) will have access to come into that Office up to 2 days/week and work from home at least 3 days/week. Work cannot be performed from outside of the United States.

To be eligible for consideration, candidates must currently possess unrestricted authorization to work in the United States. Please note that the Company does not intend to sponsor work visas with respect to these positions or to provide these positions as OPT or CPT.

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 Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, 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.

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.