Hybrid Case Manager I — Insurance New Business

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 40,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA/FSA

Paid time off

Parental leave

401(k) match

Pension plan

Life insurance

Wellness program

Job summary

OneAmerica Financial in Indianapolis, IN is seeking a Case Manager I to support the New Business and Underwriting workflow. You will handle transactional tasks, coordinate medical underwriting, and ensure timely case progression while maintaining a positive customer experience.

The role requires a 1–2 year customer service background, attention to detail, and strong written and verbal communication. The position is hybrid, with potential office return as needed, and offers comprehensive benefits.

Qualifications

• College degree or relevant work experience in insurance, operations, call center or financial services.
• High School Diploma required.
• 1–2 years experience in customer service.
• Professional written and verbal communication skills; ability to collaborate with internal stakeholders.
• Ability to meet/exceed established performance metrics, including case processing speed, communication effectiveness, and customer satisfaction.
• Proficient with Microsoft Office products.

Responsibilities

• Focus on key transactional items within the Case Manager queues and other tools.
• Order medical underwriting requirements through internal systems and third-party vendors.
• Review and update vendor related sites.
• Complete outbound calls and emails to external insurance carriers to determine status of funds transfer.
• Document obtained information clearly within the system.
• Manage day-to-day case tasks ensuring timely and accurate progression in line with New Business and Underwriting processes.
• Continuously meet or exceed performance metrics (speed, communication, satisfaction).

Skills

Customer service

Attention to detail

Written & verbal communication

MS Office

Meet performance metrics

Education

College degree or relevant work experience

High School Diploma required

Tools

Microsoft Office

Job description

OneAmerica Financial in Indianapolis, IN is seeking a Case Manager I to support the New Business and Underwriting workflow. You will handle transactional tasks, coordinate medical underwriting, and ensure timely case progression while maintaining a positive customer experience.

The role requires a 1–2 year customer service background, attention to detail, and strong written and verbal communication. The position is hybrid, with potential office return as needed, and offers comprehensive benefits.