Operations Associate - Retired Lives Repetitive Payments

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

Job summary

A leading company in financial services is seeking an Operations Associate to provide administrative support for pension and annuity payments. This hybrid role in Indianapolis requires attention to detail and strong organizational skills. Join a team dedicated to delivering exceptional service to customers while contributing to process improvements.

Qualifications

• 2+ years of administrative or professional experience.
• Basic math skills required.

Responsibilities

• Perform administrative tasks for annuities and pension benefits.
• Manage participant records and ensure transaction accuracy.
• Participate in process improvement projects.

Skills

Attention to Detail

Self-Accountability

Team Collaboration

Independence

Education

High School Diploma

College Degree

Job description

Operations Associate - Retired Lives Repetitive Payments

Job Category: Operations in Force

Requisition Number: OPERA005880

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• Posted: May 13, 2025
• Full-Time
• Hybrid

Locations

Showing 1 location

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

This role exists to provide administrative services to participants and beneficiaries receiving reoccurring payments from OneAmerica, specifically pension, annuity, and lump sum payments under various plans.

The role adds value by servicing participants that support the growing PRT business. Additionally, the processing of administrative tasks helps meet service level agreements and divisional goals, supporting OneAmerica's goal of being there when our customers need us most.

Primary Responsibilities include, but are not limited to:

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

#LI - SC1

Job Requirements

• College degree or relevant work experience (insurance, operations, or financial services).
• 2+ years of administrative or professional experience.
• Basic math skills.
• Self-accountability, strong attention to detail, and ability to perform in a fast-paced, high-volume environment.
• Forward thinking.
• Ability to work independently and in a team.
• Desire to make a positive impact for customers.
• High School Diploma required or equivalent experience.

Salary Band: 2B

This position is hybrid in Indianapolis, IN, with expectations to work in-office as needed for business needs or team collaboration.

Note: OneAmerica Financial does not have offices in New York, and remote work in NY is not permitted.

We are an equal opportunity employer, prohibiting discrimination based on race, color, religion, gender, sexual orientation, gender identity/expression, national origin, age, disability, veteran status, or other protected characteristics.

Applicants must undergo background checks due to regulatory requirements. Convictions are considered on a case-by-case basis.

Learn more about our products and services at oneamerica.com/companies.