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Operations Processing Associate

2 months ago

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. Come be a part of this journey with us as we champion lives

Job Summary

The Individual 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.

Primary duties may include, but are not limited to:

  • 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.
  • Achieving both individual and team goals in terms of service level standards.
Job Requirements

Required Education and/or Certifications
  • College degree or work experience in lieu preferred
Recommended Education and/or Certifications
  • Series 6 licensing is a plus
Required Work Experience
  • Externally, college degree or work experience in lieu preferred (insurance, operations, call center or financial services).
  • Internally, Ops Associate I proficiency.
  • Also, experience with Microsoft Office products in addition to effective written and verbal communication skills are required.
  • Or any combination of education and experience which would provide an equivalent background


Salary Band: 03A

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.

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