Case Manager

OneAmerica Financial; Indianapolis (IN); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid Time Off

401(k) Plan with company match

Pension Plan

Life & disability insurance

Wellness Program

Job summary

OneAmerica Financial is seeking a Case Manager in Indianapolis to ensure efficient progression of cases through New Business and Underwriting. The role acts as a liaison between internal teams and external partners, emphasizing urgency, clear communication, and relationship-building to meet customer expectations.

You will collaborate with New Business and Underwriting, educate partners on platforms, and mentor junior team members while working a hybrid schedule in Indianapolis with occasional

Qualifications

• 3+ years in customer service, ideally with client relationship management.
• 2+ years in financial or insurance-related roles (preferred).
• High School Diploma required.
• Strong attention to detail and ability to work independently in a fast-paced environment.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Excellent verbal and written communication skills.

Responsibilities

• Build and maintain trust with producers and sales teams.
• Proactively manage cases to completion by securing outstanding requirements.
• Communicate case updates clearly and regularly to stakeholders.
• Handle inbound and outbound communications within service level agreements.
• Collaborate with New Business and Underwriting to prioritize cases.
• Serve as a bridge between producers and home-office teams.
• Order and follow up on underwriting requirements.
• Troubleshoot and resolve issues with pending business.
• Educate partners on New Business platforms (e.g., OneSource Online, DocFast).
• Provide mentorship to Case Manager I team members.

Skills

Customer service

Relationship management

Communication skills

Detail oriented

Education

College degree or equivalent

Tools

Microsoft Office

Job description

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

The Case Manager plays a critical role in ensuring the efficient progression of cases through New Business and Underwriting processes. Acting as a liaison between internal teams and external partners, this role demands a high level of urgency, clear communication, and relationship-building to consistently exceed customer expectations. This role's objective is to exceed customer expectations through high-impact communication and being an advocate for their sales partners while navigating business needs.

What You Will Do

• Build and maintain trust with producers and sales teams.
• Proactively manage cases to completion by securing outstanding requirements.
• Communicate case updates clearly and regularly to stakeholders.
• Handle inbound and outbound communications within service level agreements.
• Collaborate with New Business and Underwriting to prioritize cases.
• Serve as a bridge between producers and home-office teams.
• Order and follow up on underwriting requirements.
• Troubleshoot and resolve issues with pending business.
• Educate partners on New Business platforms (e.g., OneSource Online, DocFast).
• Provide mentorship to Case Manager I team members.

What You Will Need

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services
• High School Diploma required
• 3+ years in customer service, ideally with client relationship management
• 2+ years in financial or insurance-related roles (preferred but not required)
• Strong attention to detail and ability to work independently in a fast-paced, high-volume environment.
• Proficient in Microsoft Office products (Word, Excel, Outlook).
• Excellent verbal and written communication skills.
• Ability to collaborate effectively with internal teams and stakeholders.

Salary Band: 02B

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Benefits

We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For All Positions

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.