New Business Processor II

OneAmerica Financial•Indianapolis, IN

13d•Hybrid

About The Position

The New Business Processor is part of OneAmerica Financial’s Life & Long-Term Care business segment and accurately processes new business applications and cases across multiple product lines, from application entry through the policy going in force. The role supports application entry, final action processing, and policy delivery. It partners with Case Management to maintain a customer-focused approach and prioritize and process new business in line with service-level targets.

Requirements

At least 2 years of customer service experience.
High school diploma or equivalent, or a combination of education and experience that provides an equivalent background.
Self-accountability, strong attention to detail, and the ability to work effectively in a fast-paced, high-volume customer service environment.
Proficiency with Microsoft Office products.
Professional written and verbal communication skills and the ability to collaborate with internal stakeholders.

Nice To Haves

College degree or relevant work experience, preferably in insurance, operations, call center, or financial services.

Responsibilities

Work with the New Business team to issue policies, place policies in force, and assemble policy documents for delivery.
Partner with Case Management to resolve outstanding new business application or underwriting data needs.
Process and apply complex premium payments, refund premiums, and initiate transfers or exchanges from outside carriers.
Conduct and document required suitability reviews in alignment with state and regulatory guidelines.
Report opportunities for efficiencies and innovation.