Life Policy Change Specialist (Hybrid)

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical & prescription insurance

Paid Time Off

401(k) Plan

Pension Plan

Life & disability insurance

Wellness Program

Job summary

OneAmerica Financial is seeking an Operations Associate for the Individual Life Policy Change Team in a hybrid Indianapolis setting. The role supports ILFS products and requires experience in policy changes and data handling to ensure accurate processing and regulatory compliance.

The candidate will review documents, manage complex requests, and collaborate across teams to resolve issues efficiently while maintaining data integrity and meeting SLAs.

Qualifications

• College degree or equivalent work experience.
• High School Diploma required.
• 2+ years of customer service experience.
• 2+ years of experience in insurance operations, policy administration, underwriting support, or similar role.
• Experience in Individual Life Financial Services preferred.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and ability to manage multiple tasks.
• Proficient with data entry systems, CRM or policy administration systems and MS Office.
• Professional written & verbal communication skills and collaboration with internal stakeholders.
• Ability to work well within a team environment.

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.
• 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.
• Contribute to process improvements and automation opportunities.
• Provide service that exceeds client expectations.

Skills

Customer service

Analytical skills

Problem-solving

Organization

Data entry

CRM software

Policy administration

Microsoft Office

Team collaboration

Education

College degree

High School Diploma

Tools

CRM software

Policy administration systems

Microsoft Office

Job description

OneAmerica Financial is seeking an Operations Associate for the Individual Life Policy Change Team in a hybrid Indianapolis setting. The role supports ILFS products and requires experience in policy changes and data handling to ensure accurate processing and regulatory compliance.

The candidate will review documents, manage complex requests, and collaborate across teams to resolve issues efficiently while maintaining data integrity and meeting SLAs.