New Business Processor

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

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 Processor is part of the Life & Long-Term Care business segment at OneAmerica Financial and is responsible for accurately processing new business applications/cases for multiple product lines from the point-of-application entry through to the policy going in force. This role provides support to the department in three areas: application entry, final action processing and policy delivery. This individual partners with Case Management to ensure a customer focused approach is in place and to prioritize and process new business that meets specific service level targets.

What You Will Do

• Work with the New Business team to issue policy, place policy in force, assemble policy documents for delivery.
• Partner with Case Management 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 efficiencies and innovation.

What You Will Need

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
• High School Diploma or equivalent or any combination of education and experience which would provide an equivalent background.
• 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.

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.

Benefits

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.