Individual Life Financial Services Operations Associate

OneAmerica Financial•Indianapolis, IN

5d•Hybrid

About The Position

The Individual Life Operations Processor works in a team environment and is responsible for managing various financial requests across multiple platforms, including loans, withdrawals, surrenders, transfer of value, payments research, automated bank drafts and other financial-related functions. 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.

Requirements

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, policy administration, underwriting support, or a similar role, strongly preferred.
Demonstrated ability to interpret and process complex policy changes with precision and sound judgment.
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.

Nice To Haves

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

Responsibilities

Process and validate complex policy service requests, including updates, corrections, reinstatements, and other policy modifications.
Review submitted documentation for completeness, accuracy, and compliance with internal guidelines and regulatory requirements.
Analyze policy data to identify discrepancies, determine appropriate corrective actions, and resolve issues efficiently.
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.