New Business Associate

Job Details

Description

The New Business Associate II is responsible for accurately processing new business of multiple group product lines from the point of Application entry, until the policy goes in force, excluding underwriting. This role works closely with internal partners 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.
• Works with internal partners 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.

Knowledge, Skills, & Abilities Needed:

• Strong attention to detail to meet quality metric (95%)
• Ability to manage multiple priorities within in a fast-paced, deadline driven environment
• Proficiency with Microsoft Office applications with strong Excel skills
• Strong organizational skills
• Works well within a collaborative team

Required education and/or Certifications

• High School Diploma/GED

Recommended Education and/or Certifications:

• B.A./B.S. College Degree

Required Work experience:

• One year of New Business Experience OR three years in professional work setting.
• Insurance experience preferred

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This selected candidate will be expected to work hybrid in Indianapolis, IN (3 days/week in office (Mon, Tues, Wed)). 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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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