Insurance New Business Specialist — Policy & Onboarding

OneAmerica Financial; Indianapolis (IN); Hybrid; USD 52,000 - 66,000; Full time

Benefits offered by this job

Medical & prescription insurance

Dental insurance

Vision insurance

401(k) Plan with company match

Pension Plan

Paid Time Off

Parental leave

Job summary

OneAmerica Financial is seeking a New Business Processor to handle applications from entry through policy issuance in a hybrid Indianapolis setting. You will work closely with Case Management to ensure timely data resolution and accurate processing of new business for multiple product lines.

The role requires 2+ years in customer service, strong attention to detail, and solid Microsoft Office proficiency, with clear written and verbal communication across internal teams.

Qualifications

• 2+ years of experience in customer service.
• Proficient with Microsoft Office products.
• Professional written & verbal communication and collaboration with internal stakeholders.

Responsibilities

• Process new business applications from entry to policy in force.
• Coordinate with Case Management to resolve data needs.
• Process complex premium payments, refunds, and transfers.
• Adhere to suitability reviews and regulatory guidelines.
• Identify opportunities for efficiencies and process improvements.

Skills

Customer service

Attention to detail

Communication

Collaboration

Insurance knowledge

Education

College degree

High School Diploma

Tools

Microsoft Office

Job description

OneAmerica Financial is seeking a New Business Processor to handle applications from entry through policy issuance in a hybrid Indianapolis setting. You will work closely with Case Management to ensure timely data resolution and accurate processing of new business for multiple product lines.

The role requires 2+ years in customer service, strong attention to detail, and solid Microsoft Office proficiency, with clear written and verbal communication across internal teams.