Case Manager I

OneAmerica Financial•Indianapolis, IN

12d•Hybrid

About The Position

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.

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.