Case Manager II

1 month 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 Case Manager II is responsible for maintaining a strong working relationship with their internal and external customers that is built on trust. This position adds value to the organization by managing the movement of cases through the New Business and Underwriting process with a sense of urgency. Collaboration with others, such as New Business, Underwriting, sales teams, field partners and third party vendors, is imperative. They drive prioritization of work using independent decision-making skills based on customer experience compared with service level commitments. Their objective is to exceed customer expectations through high-impact communication and being an advocate for their sales partners while navigating business needs. The Case Manager II role also provides some mentorship to Case Manager I.

Primary duties may include, but are not limited to:

  • Build and maintain trusting relationships with producers and sales teams.
  • Drive cases to a conclusive status by proactively working to obtain outstanding requirements.
  • Effectively and accurately communicate regular updates to key stakeholders regarding pending business.
  • Perform inbound and outbound communication within established service level agreement 100%.
  • Approach daily work with an outside-in perspective.
  • Partner with New Business and Underwriting to influence case prioritization 100%
  • Act as a liasion between producers and home-office teams.
  • Order and follow up on underwriting requirements.
  • Research and resolve complications regarding pending business.
  • Provide education and training on utilization of New Business platforms such as OneSource Online, DocFast, etc.
Job Requirements

Required Education and/or Certifications
  • High School Diploma/GED
Recommended Education and/or Certifications
  • B.A./B.S. College Degree
  • LOMA designations
Required Work Experience
  • 3+ years of experience working in a customer service capacity with a preferred focus in client-relationship management.
  • 2+ years of relatable financial or insurance related experience preferred but not required.
  • 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.

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