New Business Processor

OneAmerica Financial•Indianapolis, IN

3d•Hybrid

About The Position

New Business Processor is part of the Life & Long-Term Care business segment at OneAmerica Financial and responsible for accurately processing new business applications/cases for multiple product lines from the point of application entry through to the policy going in force. This role provides support to the department in three areas: application entry, final action processing and policy delivery. This individual partners with Case Management to ensure a customer focused approach is in place and to prioritize and process new business that meets specific service level targets.

Requirements

College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
High School Diploma or equivalent or any combination of education and experience which would provide an equivalent background.
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.

Responsibilities

Work with the New Business team to issue policy, place policy in force, assemble policy documents for delivery.
Partner with Case Management 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 efficiencies and innovation.