Operations Processor (Life & Annuities products)

About the role

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 The Operations Associate role supports our Special Processing Team within our Individual Life Financial Services business. This role is responsible for managing various financial requests across multiple platforms, which may include performing administrative tasks associated with managing the State Life Repetitive Payment program or performing List Bill billing and reconciliation. This individual will develop expertise with core products, as well as proficiency with the team's major workflows. The Individual Ops Processor provides quality customer service to agents, brokers, independent producers, and clients by demonstrating strong verbal and written communication skills. There is an ongoing need to learn and continuously develop your skills and improve your capabilities. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and consistently delivers high-quality work while meeting strict deadlines. We are currently seeking Level I & II Representative experience.

Responsibilities

• Review submitted documentation for completeness, accuracy, and compliance with internal guidelines and regulatory requirements.
• Developing additional skills to learn processing several financial work items across multiple platforms.
• Maintain detailed and accurate records of all transactions, ensuring data integrity across systems.
• Investigate and resolve escalated or high-priority service requests requiring advanced problem-solving.
• Monitor workflow queues and prioritize tasks to meet service-level agreements (SLAs) and departmental targets.
• Contribute to process improvements by identifying trends, inefficiencies, and opportunities for automation or enhancement.
• Providing service that exceeds our client’s expectations.

Qualifications

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
• High School Diploma required, or any combination of education and experience which would provide an equivalent background.
• 2+ years of experience in customer service required.
• 2+ years of experience in insurance operations, accounting operations or banking strongly preferred.
• Strong analytical and problem-solving skills with the ability to work through detailed information.
• Excellent organizational skills and the ability to manage multiple tasks simultaneously.
• High proficiency with data entry systems, CRM or policy administration systems, and Microsoft Office Suite.
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.

Pay

Salary Band: 03A

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 CA, IN or ME as business needs dictate or for team building and collaboration.

Benefits

• 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)