New Business II

Preparing for the Future • Indianapolis, IN

8d • Hybrid

About The Position

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives! 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.
• Must undergo mandated background checks as a condition of employment.

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.

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: Entry Level
• Education Level: High school or GED