Operations Associate - Retired Lives Repetitive Payments

OneAmerica Financial; Indianapolis (IN); Hybrid; USD 40,000 - 60,000; Full time

Job summary

OneAmerica Financial is seeking an Operations Associate to provide administrative services for recurring payments. This hybrid role in Indianapolis involves managing participant records and ensuring transaction accuracy while supporting the growing PRT business. Ideal candidates will have strong attention to detail and a desire to positively impact customers.

Qualifications

• 2+ years in an administrative or professional role.
• Ability to work independently and in a team.
• Desire to make a positive impact for customers.

Responsibilities

• Perform administrative tasks for annuities, pension benefits, and lump sum payments.
• Manage participant records, including data updates and issuing payments.
• Conduct quality reviews and ensure transaction accuracy.

Skills

Attention to detail

Self-accountability

Basic math skills

Education

High School Diploma or equivalent experience

College degree or relevant work experience preferred

Job description

Operations Associate - Retired Lives Repetitive Payments

Join to apply for the Operations Associate - Retired Lives Repetitive Payments role at OneAmerica Financial.

Job Summary

This role provides administrative services to participants and beneficiaries receiving recurring payments from OneAmerica, including pension, annuity, and lump sum payments under various plans. The position supports the growing PRT business and helps meet service level agreements and divisional goals, ensuring we are there when our customers need us most.

Primary Responsibilities

• Perform administrative tasks for annuities, pension benefits, and lump sum payments.
• Respond promptly to requests from participants, beneficiaries, and internal partners.
• Manage participant records, including data updates, drafting correspondence, and issuing payments.
• Set up basic annuities, lump sums, and death benefits.
• Conduct quality reviews and ensure transaction accuracy in TRECs and RLRP.
• Build relationships with internal partners.
• Work autonomously within established procedures.
• Participate in process improvement projects.
• Maintain procedures as a process owner.

Job Requirements

• College degree or relevant work experience preferred.
• 2+ years in an administrative or professional role.
• Basic math skills.
• Strong attention to detail, self-accountability, and ability to perform in a fast-paced environment.
• Ability to work independently and in a team.
• Desire to make a positive impact for customers.
• High School Diploma required, or equivalent experience.

Work is hybrid in Indianapolis, IN, with occasional in-office requirements. No remote work permitted in New York.

OneAmerica Financial is an equal opportunity employer and conducts background checks as required by regulation.