What are the responsibilities and job description for the Operations Associate II position at Employment Opportunities?
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
In this role you are performing activities and completing processes for individual life insurance products. You're in a position to assist when our customers need us most . Individual Life and Financial Services, ILFS, Operations provides support to the division by performing all servicing aspects required to administer life insurance policies and annuities. These duties often entail system maintenance, customer communication, escalation management, agent support and other business support. Therefore, it is critical that the Operations Associate II adopts an outside in perspective and performs their role with urgency and empathy, ensuring we understand the client's expectations and exceed them. More specifically, the position adds value to the organization by supporting the maintenance activities, customer requests and agent needs while achieving department goals and organizational objectives.
Primary duties may include, but are not limited to:
- Prioritizing your workday in order to maintain both volume and quality production goals.
- Process transactional service requests and assist clients.
- Support agents and informational requests needed to service clients.
- Handle escalations and manage any required communication.
- Maintain documentation and procedures for areas of assigned responsibility.
- May participate in some projects and help deliver training.
Job Requirements
Required Education and/or Certifications
- High school diploma and relevant work experience
- Or College degree in lieu of work experience.
Recommended Education and/or Certifications
- Series 6 licensing is a plus but not required
Required Work Experience
- Prior experience with insurance products and services or call center or financial services background is helpful.
- 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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