New Business II

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical & prescription, dental, vision

Health Savings Account & Flexible} {

Paid Time Off

Parental leave

401(k) match

Pension Plan

Life & disability insurance

Wellness Program & EAP

Clinic access subject to location

Job summary

OneAmerica Financial Partners, Inc in Indianapolis, IN is seeking a New Business Associate to accurately process new business across multiple group product lines from application entry to policy initiation, excluding underwriting.

You will collaborate with internal partners to meet service levels, issue policies, apply complex premium payments, and ensure compliance with state and regulatory guidelines while supporting efficiency and customer service goals.

Qualifications

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

Responsibilities

• Issues policies and puts policy in force, assembling policy documents for delivery.
• Works with internal partners to resolve new business and underwriting data needs.
• Processes and applies complex premium payments and initiates transfers or exchanges from outside carriers.
• Adheres to and documents suitability reviews per state/regulatory guidelines.
• Identifies opportunities for efficiency and innovation.

Skills

Attention to detail

Customer service

Microsoft Excel

Microsoft Office

Multitasking

Team collaboration

Education

High School Diploma

College degree or work experience in lieu

Tools

Microsoft Office

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!

The New Business Associate is responsible for accurately processing new business of multiple group product lines from the point of application entry, until the policy goes in force, excluding underwriting. This role works closely with internal partners to deliver a customer focused approach to prioritize and process new business to meet specific service level targets.

Primary responsibilities include the following:

• Work with New Business team to issue policy, put policy in force, assemble policy documents for delivery.
• Works with internal partners to resolve outstanding new business application and/or underwriting data needs.
• Process and apply complex premium payments, refund premium and initiate transfers or exchanges from outside carriers.
• Adhere to and conduct required suitability review and documentation in alignment with state and regulatory guidelines.
• Report out opportunities for efficiency and innovation.
• Demonstrate EWA and support OneAmerica Ways.

Knowledge, Skills, & Abilities Needed:

• Strong attention to detail to meet quality metric (95%)
• Ability to manage multiple priorities within in a fast-paced, deadline driven environment
• Proficiency with Microsoft Office applications with strong Excel skills
• Strong organizational skills
• Works well within a collaborative team

What You Will Need:

College degree or work experience in lieu preferred (insurance, operations, call center or financial services).

• 2+ years of experience in customer service required.
• 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.