Operations Associate - Individual Life Financial Services
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! Job Summary 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. We are currently seeking Level I & II Representative experience.
Requirements
- 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
- Working within a team and independently in prioritizing your workday.
- Developing additional skills to learn processing several financial work items across multiple platforms.
- Being responsible for producing a consistent work volume with high quality.
- Providing service that exceeds our client's expectations.
- Assisting with special projects and achieving both individual and team goals in terms of service level standards.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
