New Business II – Individual Life Financial Services

Job Details

Description

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

New Business II is responsible for accurately processing new business of multiple product lines from the point of Application entry, until the policy goes in force, excluding underwriting. The role provides support to the department specifically in three different areas: application entry, final action processing and policy delivery. This role partners with Case Management to deliver a customer focused approach to prioritize and process new business to meet specific service level targets.

What You Will Do:

• Work with NB team to issue policy, put policy in force, assemble policy documents for delivery.
• NB II associate partner with Case Management to resolve outstanding NB application and/or underwriting data needs.
• Process and apply complex premium payments, refund premium and initiate transfers or exchanges from outside carriers.
• Adhere to and conduct required suitability review and documentation in alignment with state and regulatory guidelines.
• Report out opportunities for efficiency and innovation.
• Demonstrate EWA and support OneAmerica Ways

What You Will Need:

• 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.

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.

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