Operations Associate (Individual Life Policy Change Team)

OneAmerica; Indianapolis (IN); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription, dental, and视

401(k) Plan

Pension Plan

Company paid life & disability

Paid Time Off

Parental leave (10 weeks)

Wellness Program

Employee assistance program

Clinic access

Job summary

OneAmerica Financial is seeking an Operations Associate to support the Individual Life Financial Services (ILFS) team with policy changes, servicing, and record-keeping. The role requires collaboration across platforms and stakeholders in a hybrid Indianapolis setting.

The ideal candidate has 2+ years in customer service and 2+ years in insurance operations, with strong data entry, analytical, and communication skills.

Qualifications

• College degree or work experience in lieu preferred.
• High School Diploma required.
• 2+ years of experience in customer service.
• 2+ years of experience in insurance operations or a similar role preferred.
• Experience in Individual Life Financial Services preferred but not required.
• Ability to interpret and process complex policy changes with precision.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and multitasking ability.
• Proficiency with data entry systems, CRM or policy administration systems, and MS Office.

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.
• Develop skills to process multiple financial work items across platforms.
• 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.
• Identify trends and opportunities for automation or process improvements.
• Provide service that exceeds client expectations.

Skills

Customer service

Analytical skills

Communication

Data entry

MS Office

Education

High School Diploma

College degree preferred

Tools

CRM systems

Policy administration systems

Microsoft Office Suite

Job description

Operations Associate (Individual Life Policy Change Team)

Job Category: Operations in Force

Requisition Number: OPERA006405

• Posted : July 23, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Indianapolis Tower
One American Square
Indianapolis, IN 46282, USA

Indianapolis Tower
One American Square
Indianapolis, IN 46282, 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 Operations Associate is responsible for being there when our customers need us most and performing activities and completing processes in support of Individual Life Financial Services (ILFS) products & services. ILFS Operations provides support to the division by performing all servicing aspects required to administer life insurance policies and annuities.

We are currently seeking Level I & II Representative experience.

What You Will Do:

• Process and validate complex policy service requests, including updates, corrections, reinstatements, and other policy modifications.
• Review submitted documentation for completeness, accuracy, and compliance with internal guidelines and regulatory requirements.
• Analyze policy data to identify discrepancies, determine appropriate corrective actions, and resolve issues efficiently.
• Developing additional skills to learn processing several financial work items across multiple platforms.
• Maintain detailed and accurate records of all transactions, ensuring data integrity across systems.
• Investigate and resolve escalated or high-priority service requests requiring advanced problem-solving.
• Monitor workflow queues and prioritize tasks to meet service-level agreements (SLAs) and departmental targets.
• Contribute to process improvements by identifying trends, inefficiencies, and opportunities for automation or enhancement.
• Providing service that exceeds our client’s expectations.

What You Will Need:

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
• High School Diploma required, or any combination of education and experience which would provide an equivalent background.
• 2+ years of experience in customer service required.
• 2+ years of experience in insurance operations, policy administration, underwriting support, or a similar role, strongly preferred.
• Prior experience in Individual Life Financial Services preferred, but not required
• Demonstrated ability to interpret and process complex policy changes with precision and sound judgment.
• Strong analytical and problem-solving skills with the ability to work through detailed information.
• Excellent organizational skills and the ability to manage multiple tasks simultaneously.
• High proficiency with data entry systems, CRM or policy administration systems, and Microsoft Office Suite.
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.
• Ability to work well within a collaborative team environment

#LI-SC1

Salary Band: 03A

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 discriminated 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. The information collected by this application is solely to determine suitability for employment, verify identify, and maintain employment statistics on applicants.

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.