Hybrid Financial Operations Specialist

OneAmerica; Indianapolis, Northern (IN, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, prescription, dental, vision

Health Savings Account and Flexible-Sp

Paid Time Off

Parental leave (10 weeks)

401(k) with company match

Pension Plan

Life & disability insurance

Wellness program

Clinic access (IND, CA, ME)

Job summary

OneAmerica, based in Indianapolis, seeks an Operations Associate to support the Special Processing Team within Individual Life Financial Services. You will manage financial requests across multiple platforms and handle administrative tasks for the State Life Repetitive Payment program or List Bill billing and reconciliation.

You will develop expertise with core products and major workflows, delivering high-quality service to agents, brokers, and clients while learning and growing in a fast-paced

Qualifications

• College degree or work experience in lieu preferred.
• High School Diploma required.
• 2+ years of experience in customer service required.
• 2+ years of experience in insurance operations, accounting operations or banking strongly preferred.
• Strong analytical and problem-solving skills with the ability to work through detailed information.
• Excellent organizational skills and the ability to manage multiple tasks simultaneously.
• High proficiency with data entry systems, CRM or policy administration systems, and Microsoft Office Suite.
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.

Responsibilities

• Review submitted documentation for completeness, accuracy, and regulatory compliance.
• Developing additional skills to learn processing several financial work items across multiple platforms.
• Maintain detailed and accurate records of all transactions, ensuring data integrity across systems.
• Investigate and resolve escalated or high-priority service requests requiring advanced problem-solving.
• Monitor workflow queues and prioritize tasks to meet SLAs and departmental targets.
• Contribute to process improvements by identifying trends, inefficiencies, and opportunities for automation or enhancement.
• Provide service that exceeds our client’s expectations.

Skills

Analytical skills

Problem-solving

Organizational skills

Written & verbal communication

Data entry systems

CRM systems

Policy administration systems

Microsoft Office Suite

Education

High School Diploma

College degree or relevant work experience

Tools

CRM software

Policy administration systems

Microsoft Office

Job description

OneAmerica, based in Indianapolis, seeks an Operations Associate to support the Special Processing Team within Individual Life Financial Services. You will manage financial requests across multiple platforms and handle administrative tasks for the State Life Repetitive Payment program or List Bill billing and reconciliation.

You will develop expertise with core products and major workflows, delivering high-quality service to agents, brokers, and clients while learning and growing in a fast-paced