Case Manager I

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.

About the role

The Case Manager is a critical role within the team, supporting the smooth and efficient progression of cases through the New Business and Underwriting processes. This role is foundational in case management, with a strong focus on transactional tasks, ensuring that cases are handled in a timely and accurate manner. This role is vital for maintaining streamlined operations by working in tangent with other team members while ensuring that the customer experience is positive throughout the life of the New Business application.

Responsibilities

• Focus on key transactional items within the Case Manager queues and other tools
• Order medical underwriting requirements through internal systems and third-party vendors
• Review and update vendor related sites
• Complete outbound phone calls and emails to external insurance carriers to determine status of funds transfer
• Document obtained information clearly and concisely within the field facing system
• Manage day-to-day case tasks, ensuring all actions required for timely and accurate case progression are completed in alignment with New Business and Underwriting processes
• Continuously meet or exceed established performance metrics, including case processing speed, communication effectiveness and customer satisfaction

Requirements

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services)
• High School Diploma required
• 1-2 years 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
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders
• Ability to meet/exceed established performance metrics, including case processing speed, communication effectiveness, and customer satisfaction
• Proficient with Microsoft Office products

Schedule

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 IN as business needs dictate or for team-building and collaboration.

Benefits

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.

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.