New Business Processor

Overview

At One America 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!

New Business Processor is part of the Individual Life & Financial Services business segment at One America 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 Managers to ensure a customer focused approach is in place and to prioritize and process new business that meets specific service level targets.

• Work with the New Business team to issue policy, place policy in force, assemble policy documents for delivery.
• Partner with Case Managers 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.

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
  • High School Diploma required
• 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.

Salary Band: 02B

#LI-SH1

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that One America Financial does not have any offices located in the State of New York and One America Financial associates are not permitted to work remotely in the State of New York.

Disclaimer:
One America Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of One America Financial, visit

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.