New Business Processor II Job at OneAmerica Financial Partners, Inc

OneAmerica Financial Partners, Inc Indianapolis, IN 46206

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Job Summary

The New Business Processor is responsible for accurately processing new business of multiple product lines from the point of application entry, until the policy goes in force, excluding underwriting. In this role you will work closely with Case Management to deliver a customer focused approach to prioritize and process new business to meet specific service level targets.

Primary responsibilities include the following:

  • Work with new business team to issue policy, put policy in force, assemble policy documents for delivery.
  • Collaborate and 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 efficiency and innovation.
  • Demonstrate EWA and support OneAmerica Ways.

Job Requirements

Required Education and/or Certifications

  • High school diploma/GED

Recommended Education and/or Certifications

  • B.A./B.S. College Degree

Required Work Experience

  • 1 year of new business experience OR 3 years in professional work setting.
  • Insurance experience preferred
  • Or any combination of education and experience which would provide an equivalent background

Salary Band: 02B

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, WI, 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 OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica 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 OneAmerica, visit oneamerica.com/companies.




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