Customer Engagement Specialist (Financial Services)

OneAmerica Financial Partners; Indianapolis (IN); Remote; USD 40,000 - 55,000; Full time

Job summary

OneAmerica Financial is seeking a Customer Engagement Specialist to provide exceptional service to clients. This role requires effective communication, active listening, and the ability to manage inquiries related to retirement benefits. The position is primarily remote but requires local presence for training and team collaboration.

Qualifications

• 1+ years insurance experience in operations, call center or financial services preferred.
• Ability to adapt to multiple platform systems.

Responsibilities

• Manage inbound calls for inquiries involving retirement benefits.
• Identify client needs and provide one-call resolutions.
• Collaborate with stakeholders to improve customer experience.

Skills

Effective written and verbal communication

Active listening

Time management

Adaptability

Education

High School Diploma

College degree or work experience

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!

Job Summary

The Customer Engagement Specialist is responsible for interacting with a sense of urgency and empathy. The Specialist will be there when our customers need us most by delivering a level of customer service that exceeds their expectations. The Specialist will interact directly with agents and clients on behalf of OneAmerica Financial and its subsidiary companies on the telephone and through email.

The Specialist will provide a point of contact for the client, ensuring they are heard through active listening, an outside in perspective, and driving one-call resolutions. More specifically, the position adds value to the organization by directly supporting the needs of our customers.

What You’ll Do:

• Utilize EWA (Empowerment with Accountability) to assist clients.
• Manage inbound calls for inquiries involving retirement benefits, demographic changes, distribution or loan status.
• Identify client needs, clarify information, research every issue, and provide “one-call” resolution and/or alternative.
• Collaborate with stakeholders to improve the customer’s experience.
• Managing incoming volumes to maintain both service and quality goals.
• Submit transactional service requests and assist clients.
• Coordinate with support functions to ensure client requests are handled timely.
• Manage escalations and the associated communication required.
• Based upon feedback provided, identify opportunities for improvement.

What You Will Need:

• College degree or work experience in lieu preferred.
• Prefer 1+ yrs. insurance experience in operations, call center or financial services.
• Effective written and verbal communication skills are required.
• Proficiency with Microsoft Office and ability to navigate multiple systems is helpful.
• Great active listening skills.
• Foreign language skills a plus but not required.
• Strong time management and organizational skills.
• Adaptability and flexibility.
• Comfortable working in fast-paced environments
• Ability to adapt to multiple platform systems.
• Phone skills, including familiarity with complex or multi-line phone systems.
• Or any combination of education and experience which would provide an equivalent background. High School Diploma required.

#LI - SC1

Salary Band: 02A

The selected candidate will work fully remote, it is preferred that this person be local to Indianapolis area for training purposes. The candidate will also be expected to physically return to the office in IN 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.

Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.