New Business II

OneAmerica Financial•Indianapolis, IN

9d•Hybrid

About The Position

The New Business Associate is responsible for accurately processing new business of multiple group product lines from the point of application entry, until the policy goes in force, excluding underwriting. This role works closely with internal partners to deliver a customer focused approach to prioritize and process new business to meet specific service level targets.

Requirements

Strong attention to detail to meet quality metric (95%)
Ability to manage multiple priorities within in a fast-paced, deadline driven environment
Proficiency with Microsoft Office applications with strong Excel skills
Strong organizational skills
Works well within a collaborative team
College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
2+ years of 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.
Proficient with Microsoft Office products.
Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.
High School Diploma required, or any combination of education and experience which would provide an equivalent background.

Responsibilities

Work with New Business team to issue policy, put policy in force, assemble policy documents for delivery.
Works with internal partners to resolve outstanding new business application and/or underwriting data needs.
Process and apply complex premium payments, refund premium and initiate transfers or exchanges from outside carriers.
Adhere to and conduct required suitability review and documentation in alignment with state and regulatory guidelines.
Report out opportunities for efficiency and innovation.
Demonstrate EWA and support OneAmerica Ways.