Operations Associate - Individual Life Financial Services

OneAmerica; Indianapolis (IN); Hybrid; USD 45,000 - 60,000; Full time

Job summary

A leading financial services company is seeking an Operations Associate for their Individual Life Financial Services team. This role involves managing financial requests, providing exceptional customer service, and working collaboratively in a hybrid environment. Candidates should have a strong background in customer service and proficiency with Microsoft Office. Join us in delivering financial strength and growth for our clients.

Qualifications

• 2+ years of experience in customer service required.
• College degree or work experience in lieu preferred.

Responsibilities

• Manage financial requests across multiple platforms.
• Provide service that exceeds client expectations.

Skills

Customer Service

Communication

Attention to Detail

Education

High School Diploma

College Degree

Tools

Microsoft Office

Job description

Operations Associate - Individual Life Financial Services

Job Category: Operations in Force

Requisition Number: OPERA005857

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• Posted : May 12, 2025
• Full-Time
• Hybrid

Locations

Showing 1 location

Indianapolis Tower
One American Square
P.O. Box 368
Indianapolis, IN 46206, USA

Indianapolis Tower
One American Square
P.O. Box 368
Indianapolis, IN 46206, USA

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).
• 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.

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.

Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by 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.

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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.