Operations Associate, Retirement Services

2 weeks ago


Indianapolis, United States American United Life Ins Co Full time
Job DescriptionJob Description

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 Operations Associate is responsible for handling/processing disbursements within our Retirements Services business. This role will be complete a high volume of work, which includes processing distributions from retirement plans such as 401(K), 403(B), 457 and IRA.

Primary responsibilities include but are not limited to:

  • Disbursement processing.
  • Reviews and responds to requests promptly and accurately.
  • Interacts indirectly with participants, brokers and directly with internal customers regarding inquiries and requests via telephone, email and/or written correspondence.
  • Identifies process and quality improvement efforts, issue resolutions, and training needs.
  • Participates in projects.
  • Performs additional responsibilities as assigned.

Requirements:

  • College degree or 2-3 years insurance, operations, call center, or financial services experience preferred.
  • Demonstrates effective analytical skills and thinking.
  • Developed Knowledge and skills through training and work experience.
  • Works within established procedures with limited supervision.
  • Identifies issues in straightforward situations. Utilizes standard procedures to make appropriate decisions.
  • 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, 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 Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

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



  • Indianapolis, United States OneAmerica Full time

    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 build Operations Associate, Operations, Retirement, Associate, Processing, Service, Manufacturing, Insurance


  • Indianapolis, United States OneAmerica Full time

    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....


  • Indianapolis, United States OneAmerica Full time

    The Operations Specialty Associate II is focused on plan life-cycle events and works closely with Client Management Services to provide daily administration of all types of Retirement Plans. Responsible for the reviewing, interpreting and updating of Operations, Associate, Operation, Customer Experience, Manufacturing, Insurance


  • Indianapolis, United States Alpha Rae Personnel Full time

    The purpose of this role is to serve customers by processing retirement related activities. Primary duties will include, but are not limited to, all funds retirement account review, all funds pension benefit calculations, simple service inquiries, plan to plan service transfers and recalculations. This role reports directly to the Benefits...


  • Indianapolis, United States OneAmerica Full time

    At OneAmerica Financial, 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...


  • Indianapolis, United States MacAllister Machinery Company, Inc. Full time

    This individual will provide support to incoming questions from customers regarding their account with a goal of always providing assistance in a quick, friendly and efficient manner. Assist and sometimes orchestrate clerical functions necessary to t Operations, Associate, Customer Service, Credit, Service, Operation, Retail, Construction


  • Indianapolis, United States CBIZ Full time

    With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...


  • Indianapolis, United States JPMorgan Chase Full time

    Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve client requests while working in partnership with...


  • Indianapolis, United States Lead Advisor Full time

    Role Profile:Our wealth management client is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on...


  • Indianapolis, United States Lead Advisor Full time

    Role Profile:Our wealth management client is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on...


  • Indianapolis, United States Lead Advisor Full time

    Role Profile:Our wealth management client is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on...


  • Indianapolis, United States Value City Furniture Full time

    ** Customer Service Associate** *Share by Email* Location: VCF CASTLETON #86 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The...


  • Indianapolis, United States Hertz Full time $18

    Wage: $17.50 Hourly + monthly commission  Position Overview:The Customer Service and Sales Associate consults with customers on their Hertz rental.Maximizing revenue opportunities by actively offering products and services and overcoming customer objections.Ensures that the customer receives world-class customer service and sales...


  • Indianapolis, United States At Home Stores LLC Full time

    $15.00-16.00/hour The Store Operations Associate is responsible for unloading, processing, and stocking freight safely and efficiently to maximize product availability for the customer. Key Roles and Responsibilities Provides customers a positive shopping experience Performs cashier duties accurately while processing all transactions per...


  • Indianapolis, United States Goelzer Investment Management, Inc Full time

    Job DescriptionJob DescriptionJob Summary: The Institutional Reporting & Operations Associate is responsible for ensuring timely and efficient delivery of Institutional presentation materials, quarterly performance reports, marketing and educational materials, and administration of our performance reporting and CRM systems. The Institutional Reporting &...


  • Indianapolis, United States At Home Stores LLC Full time

    Job Description $15.00-16.00/hour The Store Operations Associate is responsible for unloading, processing, and stocking freight safely and efficiently to maximize product availability for the customer. Key Roles and Responsibilities Provides customers a positive shopping experience Performs cashier duties accurately while processing all transactions per...


  • Indianapolis, United States OneAmerica Full time

    ** Customer Service Associate - Insurance (Remote)** **Job Category****:** Operations in Force **Requisition Number****:** CONTA003515 Showing 1 location **Job Details** **Description** 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...

  • Marketing Associate

    3 weeks ago


    Indianapolis, United States On-Board Services Full time

    Associate Marketing Specialist Function: Marketing Reports to: Manager, Demand Generation Reviewed: 01.2024 Position Summary: We are seeking a motivated and organized Associate Marketing Specialist to join our dynamic marketing team. The successful candidate will play a crucial role in supporting our demand generation managers in executing comprehensive...


  • Indianapolis, United States Danaher Corporation Full time

    Beckman Coulter Life Sciences mission is to empower those seeking answers to lifes most important scientific and healthcare questions. With a legacy spanning 80 years, we have long been a trusted partner to our customers, who are working to transfo Client Service, Associate, Science, Processing, Healthcare, Manufacturing, Retail, Benefits


  • Indianapolis, United States Federal Home Loan Bank of Indianapolis Full time

    Associate Director, MPP Products & Services page is loaded Associate Director, MPP Products & Services Apply locations Indianapolis time type Full time posted on Posted 12 Days Ago job requisition id R405 Purpose : Takes direction from the Senior Director, MPP and works with the Associate Director, MPP Operations to accomplish planning, organizing, directing...