Case Manager

OneAmerica Financial • Indianapolis, IN

63d • Hybrid

About The Position

The Case Manager plays a critical role in ensuring the efficient progression of cases through New Business and Underwriting processes. Acting as a liaison between internal teams and external partners, this role demands a high level of urgency, clear communication, and relationship-building to consistently exceed customer expectations. This role's objective is to exceed customer expectations through high-impact communication and being an advocate for their sales partners while navigating business needs.

Requirements

• High School Diploma required
• 3+ years in customer service, ideally with client relationship management
• Strong attention to detail and ability to work independently in a fast-paced, high-volume environment.
• Proficient in Microsoft Office products (Word, Excel, Outlook).
• Excellent verbal and written communication skills.
• Ability to collaborate effectively with internal teams and stakeholders.

Nice To Haves

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services
• 2+ years in financial or insurance-related roles (preferred but not required)

Responsibilities

• Build and maintain trust with producers and sales teams.
• Proactively manage cases to completion by securing outstanding requirements.
• Communicate case updates clearly and regularly to stakeholders.
• Handle inbound and outbound communications within service level agreements.
• Collaborate with New Business and Underwriting to prioritize cases.
• Serve as a bridge between producers and home-office teams.
• Order and follow up on underwriting requirements.
• Troubleshoot and resolve issues with pending business.
• Educate partners on New Business platforms (e.g., OneSource Online, DocFast).
• Provide mentorship to Case Manager I team members.

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)

What This Job Offers

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