Case Manager I

Preparing for the Future•Indianapolis, IN

1d•Hybrid

About The Position

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! 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.

Requirements

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.
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.

Nice To Haves

College degree or work experience in lieu preferred (insurance, operations, call center or financial services).

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.