Case Manager I

OneAmerica Financial • Indianapolis, IN

4d • Hybrid

About The Position

The Case Manager I supports the smooth and efficient progression of cases through New Business and Underwriting processes. The role focuses on transactional case-management tasks, ensuring cases are handled accurately and in a timely manner while helping maintain streamlined operations and a positive customer experience throughout the New Business application process.

The Case Manager I manages case tasks, orders medical underwriting requirements through internal systems and third-party vendors, reviews vendor sites, and contacts external insurance carriers to determine the status of funds transfers. The role also documents information in the field-facing system and works with team members to meet established performance metrics.

Requirements

• High school diploma required.
• One to two years of customer service experience required.
• Self-accountability, strong attention to detail, and the ability to perform effectively in a fast-paced, high-volume customer service environment.
• Professional written and verbal communication skills and the ability to collaborate with internal stakeholders.
• Ability to meet or exceed established performance metrics, including case-processing speed, communication effectiveness, and customer satisfaction.
• Proficiency with Microsoft Office products.

Nice To Haves

• College degree or relevant work experience in lieu of a degree preferred, particularly in insurance, operations, call center, or financial services.

Responsibilities

• Handle key transactional items in Case Manager queues and other tools.
• Order medical underwriting requirements through internal systems and third-party vendors.
• Review and update vendor-related sites.
• Make outbound calls and send emails to external insurance carriers to determine the status of funds transfers.
• Document obtained information clearly and concisely in the field-facing system.
• Manage day-to-day case tasks and complete actions required for timely and accurate case progression in alignment with New Business and Underwriting processes.
• Meet or exceed performance metrics for case-processing speed, communication effectiveness, and customer satisfaction.

Benefits

• Medical and prescription insurance
• Dental insurance
• Vision insurance
• Health Savings Account and Flexible Spending Accounts
• Paid Time Off
• Ten weeks of 100% paid parental leave after completing 12 months of employment
• 401(k) plan with company match
• Pension plan
• Company-paid life and disability insurance
• Wellness Program
• Company-paid employee assistance program
• Clinic access, subject to location

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED