Life Insurance Operations Processor

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical & prescription insurance

Dental insurance

Vision insurance

Health Savings Account

Flexible Spending Accounts

Paid Time Off

10 weeks paid parental leave

401(k) Plan with company match

Pension Plan

Life & disability insurance

Wellness Program

Employee assistance program

Clinic access (Indianapolis)

Job summary

OneAmerica Financial Partners, Inc in Indianapolis is seeking an Individual Life Operations Processor to join a team handling financial requests across multiple platforms, including loans, withdrawals, surrenders, and value transfers. You will deliver quality customer service to agents, brokers, and clients while developing expertise in core products and workflows.

Key tasks include prioritizing work, expanding skills across platforms, maintaining consistent output, and supporting team goals in

Qualifications

• College degree or work experience in insurance, operations, call center, or financial services.
• Strong written and verbal communication skills with internal stakeholders.
• Proficient with Microsoft Office products.
• Able to perform effectively in a fast-paced customer service environment with high volumes.

Responsibilities

• Prioritize work in a team and independently to manage workload.
• Learn processing of financial items across multiple platforms.
• Maintain high quality while producing consistent work volume.
• Provide service that meets client expectations and supports goals.
• Assist with special projects to achieve team service level targets.

Skills

Microsoft Office proficiency

Verbal & written communication

Attention to detail

Self-accountability

Education

College degree

High School Diploma

Job description

Indianapolis Tower
Indianapolis, IN 46282, USA

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 Individual Life Operations Processor works in a team environment and is responsible for managing various financial requests across multiple platforms, including loans, withdrawals, surrenders, transfer of value, payments research, automated bank drafts and other financial-related functions. This individual will develop expertise with core products, as well as proficiency with the team's major workflows. The Individual Ops Processor provides quality customer service to agents, brokers, independent producers and clients by demonstrating strong verbal and written communication skills. There is an ongoing need to learn and continuously develop your skills and improve your capabilities.

Primary responsibilities include but are not limited to:

• Working within a team and independently in prioritizing your workday.
• Developing additional skills to learn processing several financial work items across multiple platforms.
• Being responsible for producing a consistent work volume with high quality.
• Providing service that exceeds our client’s expectations.
• Assisting with special projects and achieving both individual and team goals in terms of service level standards.

Job Requirements

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
• Requires self-accountability, strong attention to detail, and the ability to perform effectively in a fast-paced customer service environment with high volumes.
• Proficient with Microsoft Office products.
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.
• High School Diploma required, or any combination of education and experience which would provide an equivalent background.

Salary Band: 02B

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

We offer a comprehensive total rewards package designed to support you both at work and at home. Full-time and part-time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

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.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company ("OneAmerica Financial") is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local 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.