Hybrid Life Policy Change Specialist

OneAmerica; Indianapolis (IN); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription, dental, and视

401(k) Plan

Pension Plan

Company paid life & disability

Paid Time Off

Parental leave (10 weeks)

Wellness Program

Employee assistance program

Clinic access

Job summary

OneAmerica Financial is seeking an Operations Associate to support the Individual Life Financial Services (ILFS) team with policy changes, servicing, and record-keeping. The role requires collaboration across platforms and stakeholders in a hybrid Indianapolis setting.

The ideal candidate has 2+ years in customer service and 2+ years in insurance operations, with strong data entry, analytical, and communication skills.

Qualifications

• College degree or work experience in lieu preferred.
• High School Diploma required.
• 2+ years of experience in customer service.
• 2+ years of experience in insurance operations or a similar role preferred.
• Experience in Individual Life Financial Services preferred but not required.
• Ability to interpret and process complex policy changes with precision.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and multitasking ability.
• Proficiency with data entry systems, CRM or policy administration systems, and MS Office.

Responsibilities

• Process and validate complex policy service requests, including updates, corrections, reinstatements, and other policy modifications.
• Review submitted documentation for completeness, accuracy, and regulatory compliance.
• Analyze policy data to identify discrepancies and determine corrective actions.
• Develop skills to process multiple financial work items across platforms.
• Maintain detailed records and ensure data integrity across systems.
• Investigate and resolve escalated or high-priority service requests.
• Monitor workflow queues and prioritize tasks to meet SLAs.
• Identify trends and opportunities for automation or process improvements.
• Provide service that exceeds client expectations.

Skills

Customer service

Analytical skills

Communication

Data entry

MS Office

Education

High School Diploma

College degree preferred

Tools

CRM systems

Policy administration systems

Microsoft Office Suite

Job description

OneAmerica Financial is seeking an Operations Associate to support the Individual Life Financial Services (ILFS) team with policy changes, servicing, and record-keeping. The role requires collaboration across platforms and stakeholders in a hybrid Indianapolis setting.

The ideal candidate has 2+ years in customer service and 2+ years in insurance operations, with strong data entry, analytical, and communication skills.