Remote Customer Experience Specialist

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 29,000 - 39,000; Full time

Benefits offered by this job

Medical & prescription, dental, vision

Health Savings Account & Flexible 2

Paid Time Off

Parental leave

401(k) Plan with company match

Pension Plan

Life & disability insurance

Wellness Program & EAP

Clinic access in select locations

Job summary

OneAmerica Financial Partners, Inc. seeks a Customer Engagement Specialist to interact with customers and agents via phone and email, delivering empathetic, urgent service.

You will be the point of contact to ensure one-call resolution and excellent client experience. The role requires 1+ year in insurance operations or call center, strong communication, and proficiency with MS Office; fully remote with occasional in-office needs at times.

Qualifications

• College degree or work experience in lieu preferred.
• 1+ yrs insurance operations, call center or financial services experience.
• Effective written and verbal communication skills.
• Proficiency with Microsoft Office and ability to navigate multiple systems.
• HS diploma required; degree preferred.

Responsibilities

• Use EWA to assist clients and support agents.
• Handle inbound calls about web tech, demographics, and retirement plans.
• Identify needs, clarify information, research issues, and provide one-call resolution.
• Collaborate with stakeholders to improve the customer experience.
• Manage incoming volumes to meet service and quality goals.
• Submit service requests and assist clients.
• Coordinate with support functions for timely handling.
• Manage escalations and communications.
• Identify improvement opportunities from feedback.

Skills

Written communication

Verbal communication

Time management

Organizational skills

Adaptability

Fast-paced environment

Phone skills

Multi-system navigation

Education

High School Diploma

College degree or equivalent experience

Tools

Microsoft Office

Job description

OneAmerica Financial Partners, Inc. seeks a Customer Engagement Specialist to interact with customers and agents via phone and email, delivering empathetic, urgent service.

You will be the point of contact to ensure one-call resolution and excellent client experience. The role requires 1+ year in insurance operations or call center, strong communication, and proficiency with MS Office; fully remote with occasional in-office needs at times.